Lifestyle Freedom Advisory Group, LLC

Assets Under Management

$125.6M

Number of Clients

176

Number of Advisors

5

Average Client AUM

$713K

AUM per Advisor

$25.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Lifestyle Freedom Advisory Group provides discretionary asset management, financial planning, and financial consulting services. They may recommend third-party managers. They also offer advice to individuals on their qualified plans.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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Location

9040 Town Center Parkway, Bradenton, FL, 34202

5 Advisors at this firm

Lifestyle Freedom Advisory Group, Llc | TrueAdvisor