Freedom Day Solutions provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Freedom Day Solutions primarily allocates client assets among various exchange-traded funds and individual debt and equity securities based on individual investment objectives. The firm also manages a portion of client assets through investments in digital assets, including Bitcoin, Ethereum, and stablecoins, for clients with sufficient knowledge and risk tolerance. Additionally, Freedom Day Solutions manages the Freedom Day Dividend ETF as a sub-adviser and provides retirement plan consulting services to employee benefit plans. The firm operates with discretionary and non-discretionary authority.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fee varies between 50 and 250 basis points (0.50% to 2.50%) depending on portfolio size, composition, and services rendered. Digital assets are typically charged at 1.00%. Fees are negotiable.