Freedom Value Partners offers ongoing asset management services, creating investment strategies based on individual client goals, risk tolerance, and time horizons. They also provide investment consulting services for non-managed assets. On a limited basis, Freedom Value Partners may provide asset advisement services, which includes on-going reviews, active monitoring, consulting and recommendations on Client accounts or assets with regard to buying, selling, reinvesting, or holding securities, cash or other investments; however our asset advisement services will not include investment discretion or trading authority.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.30% |
Fees are negotiable and may vary based on several factors.