Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Advisory charges fees based on a percentage of assets under management, ranging from 0.25% to 1.25% per year. The minimum to establish and maintain a managed account is $250,000. Financial planning services are offered for a fixed fee, not exceeding $7,500, based on client net worth. Hourly consulting is available at $250 per hour, negotiable based on the client's situation.
Areas of Practice
Advisor Information
Office location
Centro Intrenacional De Mercadeo, Tower 1, Suite 205, Guaynabo, PR, 00968
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eduardo is a director at Antilles Insurance Company and Anglo Puerto Rican Insurance Corp, and a member of Anglo Holdings, CLC, spending minimal time on these roles combined. He is also President of Cenon Corporation and Managing Member of Lantic LLC, each taking a few hours per week.