Riley Mckenzie is a registered investment advisor at Freedom Fiduciaries LLC, based in Boise, ID, with 5 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 124 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiated, lowered, or waived for family, friends, historical relationships, or based upon complexity.
Fee Estimator
Location
250 S 5th St, Ste 680, Boise, ID, 83702
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Riley works as an intern, financial analyst, investment relations, and in the insurance business for Echelon Group since 2019. This is a full-time commitment for Riley.
Employment History
Current Registrations
Freedom Fiduciaries LLC
Previous Registrations
The Leaders Group, INC.Broker
Echelon Group
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Arbor Point Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Alex Hansen, CFPArrien Investments, INC.
- Joshua Hoisington, CFPLPL Financial LLC
- Kathryn Supko, ChFCLPL Financial LLC
- Mark Howard, CFPMercer Global Advisors INC.
- Russell Norwood, CFPVenturi Private Wealth
- Kellen Schmitz, CFAThe Caprock Group, LLC