Freedom Financial Partners manages investment portfolios and offers financial planning services. They create tailored investment proposals based on clients' goals and risk tolerance, using a mix of mutual funds, ETFs, and separate account strategies. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. They also offer retirement plan consulting services to businesses.
Assets Under Management$380M
Clients308
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee of 1.50% annually, negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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