Freedom Financial Management, Inc. (FFM) offers personalized financial planning and investment management. FFM helps clients identify financial goals, solve financial problems, manage cash flow, plan taxes, manage risk, allocate investments, and plan for retirement, insurance, and estate matters. Services are tailored to each client's unique situation. FFM does not sell products or accept commissions.
Assets Under Management$14M
Clients20
Advisors2
Avg. per Client$700K
Avg. per Advisor$7M
Fee Structure
Planning is included in investment management (also available separately)
Freedom Financial Management provides investment management services to some clients as part of a full retainer agreement. The annual fee ranges from 0.5% to 1.5% of the value of your portfolio, billed monthly or quarterly.
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