Freedom Capital Advisors (FCA) offers investment advice tailored to your financial situation, goals, and risk tolerance. FCA manages investment portfolios using stocks, bonds, ETFs, and other investments. FCA also provides financial planning services, including retirement planning, college funding, and estate planning strategies. FCA works with individuals, joint accounts, IRAs, trusts, and corporate accounts.
Assets Under Management$42M
Clients115
Advisors2
Avg. per Client$370K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on client needs and complexity of the situation. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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