Assets Under Management
$697.8M
Number of Clients
455
Number of Advisors
5
Average Client AUM
$1.5M
AUM per Advisor
$139.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Freedom Advisory, LLC provides financial planning and investment management services. Financial planning includes retirement, tax, and investment planning. Investment management offers portfolio evaluation, asset allocation, and manager selection. They also recommend third-party money managers and alternative investments for qualified clients.
| Assets Under Management | 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 various factors.
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067