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Freedom Wealth Management
Freedom Wealth Management is an independent advisory firm providing retirement planning and wealth management services to individuals and families.
Freedom Wealth Management
Freedom Wealth Management provides wealth advisory and retirement planning services to individual clients. The firm's approach integrates investment management with tax strategy and estate planning considerations. Client portfolios are constructed using a mix of equities, fixed income, and alternative assets where suitable. The firm's investment process begins with a comprehensive financial plan that maps client goals to asset allocation targets. It draws on a combination of active and passive strategies, implementing positions through separately managed accounts and mutual funds. The practice maintains a focus on risk-adjusted returns and after-tax performance across accumulation and distribution phases. Freedom Wealth Management operates as a fee-based independent advisory firm, deriving revenue from asset-based fees and financial planning retainers. The principal advisors hold industry certifications and are registered with applicable regulatory bodies. The firm serves a clientele of pre-retirees, retirees, and business owners within its geographic region. The firm's independence from large wirehouses and banks allows it to source investment solutions without proprietary product pressure. This open-architecture model supports a client-first fiduciary standard.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Freedom Wealth Management provide?
The firm offers financial planning, investment management, and retirement income strategies. Services typically include portfolio construction, tax-aware asset location, and estate planning coordination. The practice operates on a fee-based model, charging for assets under management or as a retainer for financial planning deliverables.
How does Freedom Wealth Management construct client portfolios?
Portfolios are built using a mix of equities, fixed income, and alternative assets aligned to a client's risk tolerance and time horizon. The firm uses both active and passive investment vehicles, including separately managed accounts and mutual funds. Asset allocation is driven by a documented financial plan rather than market-timing calls.
Is Freedom Wealth Management a fiduciary?
As a registered investment advisor, the firm is held to a fiduciary standard requiring it to act in clients' best interests. This differs from broker-dealer suitability standards and means the firm must disclose conflicts and prioritize client outcomes. The firm's open-architecture platform supports this obligation by removing proprietary product quotas.
What types of clients does Freedom Wealth Management serve?
The firm primarily serves individuals and families, with a focus on pre-retirees, retirees, and business owners. Client relationships are typically built around comprehensive financial planning and ongoing investment supervision. The firm does not publicly disclose institutional or family-office mandates.
How is Freedom Wealth Management compensated?
Compensation is fee-based, derived from a percentage of assets under management or fixed planning retainers. This structure aligns the firm's revenue with client portfolio performance and the delivery of planning work. The firm does not receive commissions from product sales, consistent with its independent advisory model.
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