Freedom Wealth provides investment management services, creating tailored strategies based on your goals, risk tolerance, and time horizon. As part of the service, Freedom Wealth may complete a financial plan for you, covering topics like estate planning, investments, taxes, retirement income, and college planning. You are not obligated to act on Freedom Wealth's recommendations or execute transactions through them.
Assets Under Management$6.3M
Clients68
Advisors1
Avg. per Client$93K
Avg. per Advisor$6.3M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1000K | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $2.5M | 0.70% |
| $2.5M - $3.0M | 0.65% |
| $3.0M - $3.5M | 0.60% |
| $3.5M - $4.0M | 0.55% |
| $4M+ | 0.50% |
Annual fee is negotiable based on certain criteria. Altruist Cash Accounts: All Assets 0.40%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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