Freedom Wealth Advisors manages investment portfolios and offers financial planning for individuals, families, businesses, trusts, and retirement plans. Freedom Wealth Advisors provides services through two main approaches: separately managed accounts where Freedom Wealth Advisors makes investment decisions on your behalf, and financial planning and advisory accounts where you retain final decision-making power. For investment management, Freedom Wealth Advisors uses a tactical allocation strategy focused on reducing risk and improving performance, and may occasionally use third-party managers to implement specific portfolio designs. In addition to individual advisory services, Freedom Wealth Advisors manages a private investment partnership. Freedom Wealth Advisors tailors its services to each client's specific financial situation, risk tolerance, and goals through personal discussions and reviews.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged monthly in advance at a rate not to exceed 1.25% annually. Fees are negotiable on a client-by-client basis.