Family Freedom Wealth Management (FFWM) offers investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning includes full financial plans and consultation services. FFWM may recommend third-party managers. FFWM also provides limited scope ERISA 3(21) fiduciary services to qualified retirement plans.
Assets Under Management$1.5K
Clients1
Advisors2
Avg. per Client$1.5K
Avg. per Advisor$750
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. FFWM also acts as a co-advisor with Matson Money, Inc. where FFWM receives the management fees collected by Matson Money, Inc. The client will not pay additional advisory fees to Matson Money, Inc. for these services. FFWM's fee is based on a maximum annual fee of 1.0% of assets and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...