Freedom Value Partners, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$100M
Clients43
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$52M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.60%
$5M+0.30%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm