Freedom Fiduciaries provides asset management, financial consulting, and retirement plan services to individuals, businesses, and retirement plans. Founded in 2022 and based in Boise, Idaho, Freedom Fiduciaries helps clients manage their portfolios using platforms like Betterment and Altruist, often utilizing model portfolios from third-party providers. In addition to investment management, Freedom Fiduciaries offers financial consulting covering balance sheet guidance, retirement planning, tax planning, estate planning, charitable giving, and risk management. The firm also provides retirement plan consulting services for employer-sponsored plans such as 401(k) and 403(b) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiated, lowered, or waived for family, friends, historical relationships, or based upon complexity.