Freedom Advisory provides financial planning and investment management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Investment management includes portfolio evaluation, asset allocation, and ongoing monitoring. For accredited investors, Freedom Advisory can recommend alternative investments. Freedom Advisory can also recommend unaffiliated money managers. Services are tailored to individual client needs.
Assets Under Management$880M
Clients528
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees are negotiable based on factors including the dollar amount of assets managed, anticipated future earning capacity, anticipated future additional assets, related accounts, account composition and negotiations with you.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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