Financial Freedom Advisors, based in Mt. Pleasant, South Carolina, offers personalized investment advisory services. They provide portfolio management services, both discretionary and non-discretionary, tailored to clients' needs and objectives. Financial planning is included with portfolio management, ranging from comprehensive to single-subject planning. They primarily advise on equity securities, mutual funds, and exchange-traded funds.
Assets Under Management$17M
Clients52
Advisors1
Avg. per Client$330K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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