American Freedom Investments, led by Stacey R. Alan, offers investment supervisory services. They help clients determine their investment needs, objectives, and risk tolerance, then manage portfolios based on those criteria. They primarily invest in ETFs and use economic indicators to guide their investment decisions. The firm does not participate in wrap fee programs.
Assets Under Management$14M
Clients73
Advisors1
Avg. per Client$190K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fees are negotiable in limited circumstances based on the size of the account, investment strategies for the account, and other considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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