Freedom Day Solutions manages investment portfolios for individuals and other entities, primarily using exchange-traded funds and individual securities. They also offer advice on existing investments. For clients with sufficient knowledge, they may invest in digital assets. Freedom Day Solutions also provides consulting services to corporate retirement plans, assisting with plan design, investment selection, and compliance. They may also act as a sub-advisor to other investment advisors and to the Freedom Day Dividend ETF.
Fee Structure
Freedom Day Solutions charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 2.50%, depending on the size and complexity of your investments and the services provided. The fee for managing digital assets is typically 1.00%. This fee is charged quarterly, in advance. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. Clients may have a portion of their assets allocated to cash, and the advisory fee will apply to those cash holdings.