Freedom Financial Advisors provides financial planning and wealth management solutions tailored to individual client objectives and values. Services include comprehensive financial plans, financial plan implementation, and investment management. FFA also offers non-investment advisory services such as estate plan coordination and tax planning. Investment management is typically offered as part of financial planning.
Fee Structure
Freedom Financial Advisors uses Digital Portfolio Strategies through Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, based on the aggregate balance of all of Freedom Financial Advisors' client accounts at Betterment. Freedom Financial Advisors' investment advisory fee is in addition to the Betterment for Advisors platform fee. For Third-Party Portfolio Strategies, Freedom Financial Advisors' standard annual investment advisory fee ranges from 0.50% to 1% of the market value of assets managed.