Freedom Fiduciaries provides investment management using the Betterment platform and offers financial planning services. They also work with retirement plans, offering services as a limited scope or full scope manager. Freedom uses various analysis methods, including fundamental, technical, and cyclical analysis, to create investment strategies tailored to client objectives. They also offer non-qualified deferred compensation plans.
Assets Under Management$440M
Clients107
Advisors2
Avg. per Client$4.1M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$50K
Freedom Fiduciaries manages investments through the Betterment platform. The total fee, including Betterment's platform fee of 0.18%, will not exceed 1.43% annually. The annual fee is a blended rate based on the total value of your investments. Fees are negotiable and are deducted monthly from your account.
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