Freedom Day Solutions, LLC

Assets Under Management

$569.0M

Number of Clients

419

Number of Advisors

4

Average Client AUM

$1.4M

AUM per Advisor

$142.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Freedom Day Solutions manages client investment portfolios, primarily allocating assets among ETFs and individual securities. They also offer retirement plan consulting services to qualified employee benefit plans. The firm tailors its services to meet individual client needs and objectives.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Location

8401 Westview Drive, Houston, TX, 77055

4 Advisors at this firm

Freedom Day Solutions, Llc | TrueAdvisor