Freedom Mountain Investments offers investment management services tailored to individual client needs. They assess client goals, time horizons, diversification needs, and risk tolerance to develop a personalized strategy. Investments are primarily in individual stocks, stock mutual funds, or bond mutual funds, favoring companies with strong financials and sustainable business models. Freedom Mountain also uses a "Venerable Owner Strategy," investing in companies with significant single-investor ownership.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.15% |
All advisory fees are negotiable. Clients are entitled to 8 hours of consulting time which may be used for financial advice outside the scope of the portfolio management services and including financial planning services. Any additional time over 8 hours will be invoiced to the Client at a negotiable rate of $250 per hour in quarter hour increments.