The Freedom Experience, Inc. is an independent wealth management firm that provides investment management and financial planning services primarily to individuals, families, trusts, and estates. The firm focuses on defining personal financial goals and designing customized investment strategies based on each client's specific objectives and risk tolerance. The Freedom Experience offers both discretionary and non-discretionary investment management, meaning they can manage portfolios directly or seek client approval before executing trades. In addition to managing investments, the firm provides comprehensive financial planning covering areas such as retirement planning, cash flow and budgeting, tax strategies, employee benefits, estate and gift planning, education funding, and risk management. The Freedom Experience generally requires a minimum account size and an annual fee minimum for individual investment accounts, though these requirements can be waived under certain circumstances. The firm operates independently and emphasizes transparency, putting client interests first while utilizing independent custodians such as Charles Schwab for holding client assets.
Fee Structure
The Freedom Experience charges an annual fee for investment management services, which is billed monthly or quarterly in advance based on the market value of your portfolio. Standard annual fees vary between a fixed flat rate of $10,000 and $36,000, depending on the types of investments managed and the specific services provided. The firm requires a minimum annual fee of $10,000 to maintain an individual investment management account. Fees may be negotiated in limited circumstances.