Updated:
Family Freedom Wealth Management, LLC
FAMILY FREEDOM WEALTH MANAGEMENT, LLC is a state-registered investment adviser in ADDISON, TX. The firm manages approximately $1,500 in regulatory assets.
Overview
FAMILY FREEDOM WEALTH MANAGEMENT, LLC is a state-registered investment adviser in ADDISON, TX. The firm manages approximately $1,500 in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What types of investments does Family Freedom Wealth Management typically recommend?
Portfolio construction often includes a mix of public equities, fixed-income securities, private real estate, and alternative assets such as managed futures. Allocations are customized per client based on risk tolerance, time horizon, and financial goals.
How does the firm handle fiduciary duties differently from a brokerage?
As a registered RIA, the firm is bound by the Investment Advisers Act of 1940 to act as a fiduciary, meaning it must disclose conflicts of interest and put client interests ahead of its own. This is a higher standard than the suitability standard applied to broker-dealers.
What is the firm's known approach to tax and estate planning?
The firm integrates tax-aware investment strategies and estate planning into its wealth management services. Trust administration and intergenerational wealth transfer are commonly part of the service offering for families with complex financial situations.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Family Freedom Wealth Management, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.