FreeMind Financial Advisory offers investment management and financial planning services to individuals, high-net-worth individuals, businesses, and charitable organizations. Services include asset management, financial planning, estate planning, advisor fee reduction, retirement plan services, and fractional CFO services. FreeMind acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Assets Under Management$6.9M
Clients14
Advisors1
Avg. per Client$490K
Avg. per Advisor$6.9M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee will not exceed 1.50% of AUM on an annual basis unless a monthly minimum fee of $50 is not met.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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