The Freedom Experience (TFE) is a wealth management firm offering investment management, financial planning, estate planning, risk analysis, and tax advisory services. TFE works with individuals, charitable organizations, trusts, and estates. TFE typically manages client investment accounts with discretion, meaning TFE can make trades without client approval. TFE may also provide non-discretionary investment management services.
Assets Under Management$20M
Clients28
Advisors1
Avg. per Client$730K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
TFE's annual fees are billed monthly or quarterly, in advance, based on the value of your investments. The standard annual fees are a fixed flat rate between $10,000 and $36,000, depending on the types of assets and services provided. Fees may be negotiable in some cases.
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