Freedom Money Management LLC offers personalized financial planning and investment management to individuals, trusts, estates, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, investment management, education funding, retirement planning, and estate planning. The firm generally invests in mutual funds, equities, bonds, ETFs, real estate, and government securities. Clients can impose restrictions on investments based on their values or beliefs.
Assets Under Management$640K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$640K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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