Freedom Financial Partners manages individually tailored investment portfolios and offers comprehensive financial planning services. The firm builds personalized investment strategies using mutual funds, exchange-traded funds, and individual securities, guided by Modern Portfolio Theory. Freedom Financial also provides retirement plan consulting for employee benefit plans and specialized services for managing accounts held outside their primary custodian. Clients can choose between ongoing investment management charged as a percentage of their portfolio or on a fixed-fee basis, as well as project-based financial planning charged by the hour.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and paid in advance on a quarterly basis. Investment management may also be offered on a fixed fee basis ranging from $1,000 to $100,000.