Freedom Day Wealth Management provides ongoing investment management and financial planning services. Financial planning covers areas like retirement, tax, education, and estate planning. Freedom Day Wealth also offers retirement plan consulting services to plan sponsors. Recommendations are tailored to each client's financial situation and goals.
Assets Under Management$9.8M
Clients37
Advisors1
Avg. per Client$260K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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