Freedom Wealth Advisors offers full-service investment management and financial planning for individuals, families, trusts, estates, and businesses. Founded in 2012 and owned by Laurie Bachelder, the firm focuses heavily on helping clients develop diversified portfolios that go beyond traditional stocks and bonds. Freedom Wealth Advisors frequently guides clients through alternative investments, including private loans to local real estate developers, self-directed retirement accounts, and non-traditional assets. The firm operates on a non-discretionary basis, meaning clients must approve all trades and investment decisions. In addition to individual wealth management, Freedom Wealth Advisors provides business retirement plan services and specialized education on self-directed retirement strategies. The firm is independent and works primarily with Charles Schwab as a custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 1.00% to 2.50% across all asset tiers and are fully negotiable. The firm reserves the right to charge flat or hourly fees in lieu of an asset-based fee upon request.