Freedom Investment Management offers investment advisory services to individuals, institutions, and financial intermediaries. Freedom manages portfolios designed by its investment team and also manages portfolios designed by other model-providers or sub-advisers. Freedom offers its services directly to clients, through Freedom's Investment Advisory Representatives, directly to institutions, and through registered financial service intermediaries.
Fee Structure
Freedom Investment Management charges a platform fee that varies depending on the total value of your household accounts:
- Up to $1,000,000: 0.16% - 0.45% per year
- $1,000,001 to $2,500,000: 0.16% - 0.35% per year
- $2,500,001 to $5,000,000: 0.16% - 0.30% per year
- $5,000,001 to $10,000,000: 0.16% - 0.25% per year
- Over $10,000,001: 0.10% or negotiable
For direct clients (no Promoter/Co-Adviser relationship), Freedom charges up to 2.00% annually, which may be discounted. For clients through a separate account management arrangement, the annual fee ranges from 0.25% to 0.35%, which may be negotiated.
There is a $25,000 minimum account size on the Freedom platform, which may be waived at Freedom’s discretion. For clients through a Separate Account Management Arrangement such as Schwab's Managed Account Marketplace, the minimum account size is $100,000, which may be waived at Freedom’s discretion.