Freedom Asset Management helps individuals and business owners reach their financial goals through investment management and financial planning. FAM manages assets primarily on a discretionary basis, investing in mutual funds, exchange-traded funds (ETFs), and individual stocks. FAM also offers retirement plan consulting services. Some advisors are also registered representatives of LPL Financial and sell securities for commission compensation.
Assets Under Management$140M
Clients420
Advisors1
Avg. per Client$340K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
For family and friends of the Firm, Adviser will discount its advisory fee for managing their accounts. For employees and spouses/domestic partners of employees, FAM will waive its advisory fee for managing their accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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