Freedom Wealth Advisors provides investment advice on various assets, including mutual funds, stocks, bonds, and alternative investments. They offer full-service investment management, considering clients' individual needs and risk tolerance. Financial planning is included as part of ongoing management services at no additional cost. Freedom Wealth Advisors also offers business retirement planning services.
Assets Under Management$15M
Clients67
Advisors1
Avg. per Client$230K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management
Freedom Wealth Advisors manages investment accounts for a fee based on a percentage of the assets they manage. The maximum fee is 3.00%, and the exact fee is negotiable. The fee is charged quarterly in advance. If you end the agreement, you will not receive a refund for that quarter.
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