Freedom Investment Management, Inc. offers investment portfolios and management services directly to individuals, institutions, and retirement plans, as well as through partnerships with other financial advisory firms and turnkey asset management platforms. The firm builds and manages diversified portfolios using exchange-traded funds, mutual funds, individual bonds, and certificates of deposit, relying on Modern Portfolio Theory and factor-based strategies. Freedom provides discretionary and non-discretionary portfolio management, retirement plan consulting, and specialized model portfolios. Clients work either directly with Freedom's investment advisors or through independent financial advisors who act as primary liaisons. Freedom also offers financial planning services through its investment advisor representatives, covering investment, education, retirement, and cash flow planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.45% |
| $1.0M - $2.5M | 0.35% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Platform fees range within each tier. Direct clients are charged up to 2.00% annually. Separate account management clients are charged 0.25% to 0.35%. Independent advisors may charge an additional advisory fee up to 1.50%. All fees are negotiable.