FreeWood Private Wealth Management offers investment advice to individuals, high net worth individuals, trusts, and estates. FreeWood provides customized investment solutions through personal contact and discretionary investment management. They create a portfolio strategy based on the client's investment goals, risk tolerance, and financial situation, typically using low-cost, diversified mutual funds and exchange-traded funds. FreeWood also offers financial planning services, either as part of investment management or through a separate agreement, covering areas like retirement, education, and insurance needs.
Fee Structure
FreeWood Private Wealth Management's investment advisory fees range from 1.00% to 1.75% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated monthly based on the average daily market value of your investments. Certain legacy clients may have their fees based on the end of month closing market value. Fees may be negotiable.