Freedom Wealth Advisors offers investment management through separately managed accounts and financial planning services. Investment strategies are tailored to each client's objectives and financial situation. They also manage a private investment company (hedge fund). Financial planning covers areas like retirement, education savings, and charitable giving. Clients retain ownership of their securities.
Assets Under Management$99M
Clients299
Advisors6
Avg. per Client$330K
Avg. per Advisor$17M
Fee Structure
Freedom Wealth Advisors charges a monthly fee based on the value of your investments. This fee will not exceed 1.25% annually. The fee may be negotiable based on factors like account size or relationship. The fee is deducted from your account monthly. If you start or end services mid-month, the fee is adjusted accordingly.
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