Freedom Family Office offers family office services designed to help families manage their wealth, including portfolio management, information coordination, estate and tax planning, financial and philanthropic planning, education, family meetings, trust administration assistance, consolidated reporting, and asset protection. They also offer discretionary portfolio management services tailored to client's needs and investment objectives.
Assets Under Management$160M
Clients130
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. There is generally a minimum monthly fee of $1,000, which may be waived or discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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