Financial Freedom, LLC is a registered investment advisor founded in 1981, offering comprehensive financial planning and ongoing wealth management services. The firm operates on a fee-only basis, meaning they are compensated solely by direct client fees and do not accept commissions on financial products or insurance sales. Financial Freedom helps clients achieve their life goals through tailored strategies that cover retirement planning, estate planning, cash flow analysis, tax reduction strategies, investment management, and risk reduction. Client assets are held independently at Fidelity Investments. The firm tailors all relationships to individual client needs, utilizing strategic asset allocation across stocks, bonds, and mutual funds, and works with individuals, families, trusts, and estates without requiring a strict minimum asset amount.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Percentage of assets under management fees range from 1.0% to 0.25% depending on the value of assets under management. The firm primarily uses an annual retainer fee structure for new clients and only uses percentage-based fees for certain existing or requested client relationships.