Freedom Wealth Management (FWM) offers ongoing portfolio management to help clients achieve their investment goals. FWM works with clients to understand their objectives and risk tolerance, then creates a suitable portfolio using stocks, bonds, ETFs, and mutual funds. FWM provides integrated financial planning services alongside portfolio management at no additional cost. FWM uses LPL Financial as its primary custodian.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be lowered or waived at Freedom Wealth Management's discretion on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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