Freedom Financial Advisors specializes in financial planning, including tax, insurance, retirement, and estate planning. They also manage client portfolios, considering each client's financial situation and risk tolerance to develop an appropriate investment strategy. They utilize general securities, mutual funds, government securities, and options. They also offer retirement plan consulting, assisting with the management of 401k plans.
Assets Under Management$13M
Clients28
Advisors3
Avg. per Client$460K
Avg. per Advisor$4.3M
Fee Structure
Planning is included in investment management (also available separately)
If Freedom Financial Advisors manages your money, the annual fee ranges from 0.50% to 3.00% of your account value, depending on the size and complexity. This fee is negotiable and paid quarterly.
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