Financial Freedom Management provides financial planning and investment management services. Financial planning covers areas like special needs, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management uses low-cost index funds, rebalancing, active management for downside protection, tax-loss harvesting, and considers investment location. The firm is fee-only and does not sell commissioned products.
Assets Under Management$8.1M
Clients21
Advisors1
Avg. per Client$390K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $40K | 0.35% |
| $40K - $100K | 0.75% |
| $100K+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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