Financial Freedom Capital Management

Fee-Only (% of Portfolio)

Financial Freedom Capital Management (FFCM) provides portfolio management services with a focus on long-term investing, income generation, tax minimization, and reducing investment expenses. FFCM invests in equities, bonds, exchange-traded funds (ETFs), mutual funds, currencies, and options. Portfolios are tailored to client needs, and clients can restrict investments in certain securities. FFCM manages accounts on both a discretionary and non-discretionary basis.

Assets Under Management$70M
Clients274
Advisors1
Avg. per Client$260K
Avg. per Advisor$70M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on client's needs.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Financial Freedom Capital Management | TrueAdvisor