Freedom Asset Management provides investment advice to individuals, tailoring recommendations to each client's needs based on their risk tolerance, time horizon, income, experience, and goals. Freedom Asset Management advises on mutual funds, individual stocks, exchange-traded funds (ETFs), preferred stocks, and bonds. Freedom Asset Management does not have discretionary authority to trade client securities.
Assets Under Management$940K
Clients40
Advisors1
Avg. per Client$24K
Avg. per Advisor$940K
Fee Structure
Investment management only (planning not offered)
Freedom Asset Management charges fees based on the transactions they recommend:
- Individual stocks, preferred stocks, and ETFs: 1% of the amount you invest or sell.
- Mutual funds, corporate bonds, municipal bonds, Certificates of Deposit, and U.S. Government securities: 0.2% of the amount you invest or sell.
To prevent excessive fees, Freedom Asset Management limits the total annual fees to 3% of the amount receiving investment advice.
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