Freedom Advisory is a registered investment advisor with offices in Florida and Puerto Rico. The firm offers comprehensive and modular financial planning, ongoing investment management, and retirement plan consulting for plan sponsors. Freedom Advisory builds diversified portfolios primarily using mutual funds, exchange-traded funds, bonds, and individual equities, and can also facilitate access to alternative investments such as private credit, private equity, real assets, and hedge funds for qualified clients. In addition to managing assets directly, Freedom Advisory can recommend and coordinate with independent third-party money managers. The firm tailors its services to individual client goals, risk tolerances, and any specific investment restrictions. Freedom Advisory primarily recommends Charles Schwab, BNY Mellon Pershing, and Fidelity Investments as qualified custodians for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $6.0M | 1.00% |
| $6.0M - $16.0M | 0.60% |
| $16.0M - $41.0M | 0.40% |
| $41M+ | 0.25% |
Fees are negotiable based on factors including assets managed, anticipated future assets, and account composition.