Freedom Found Financial provides portfolio management and financial planning services to individuals. They offer both discretionary and non-discretionary portfolio management. Financial planning services range from broad-based to single-subject planning, with a written plan delivered to help clients achieve their financial goals. Investment advice is tailored to meet individual client needs and objectives.
Fee Structure
Freedom Found Financial charges a fixed annual fee for portfolio management and financial planning services, ranging from $6,000 to $12,000. The exact fee depends on the complexity and scope of the plan, your financial situation, and your investment goals. There is also a one-time advance payment of $4,000 for the initial construction of the financial plan, which is waived for clients with over $500,000 managed by Freedom Found Financial. Clients can pay the fee on a monthly basis.