Freedom Financial Advisors offers financial planning services tailored to each client's needs, including budgeting, risk management, investment planning, tax planning, retirement planning, estate planning, and charitable giving. They also provide investment advisory services, creating investment policies and managing investments. Freedom Financial Advisors operates under a fiduciary standard, prioritizing client interests.
Assets Under Management$40M
Clients34
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
Freedom Financial Advisors does not manage investments on a discretionary basis. They provide investment recommendations, but clients must approve all trades. After the first year of financial planning, clients can enter into an addendum for ongoing investment supervisory services, with the fee agreed upon at that time.
Loading...