Freedom Wealth Management

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.

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.

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.

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.

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.