FreedomTrust LLC, based in McDonald, Pennsylvania, provides financial consulting services on topics like risk assessment, investment planning, and financial decision-making. FreedomTrust also offers services related to investing in digital assets, including discretionary and non-discretionary management. These digital asset services are not considered advisory services under federal securities laws.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.90% |
| $200K - $300K | 0.80% |
| $300K - $400K | 0.70% |
| $400K - $500K | 0.60% |
| $500K+ | 0.50% |
Fee is deducted in Bitcoin in-kind directly from your account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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