Freestate Advisors provides investment advice and financial planning services to individuals, trusts, estates, retirement plans, and other business entities. Freestate uses proprietary processes to assess investment conditions, guide investment decisions, and manage portfolio risk. Assets are invested primarily in exchange-traded funds, exchange-listed securities, and mutual funds. Clients can choose between discretionary and non-discretionary portfolios.
Assets Under Management$180M
Clients244
Advisors9
Avg. per Client$750K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fee schedule shown is for SmartRisk Strategies. Focused Strategies have lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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