GM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
455 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$697.8M
Fee Structure
Minimum Investment:$250K
Financial Plan Fee:$2,500 - $7,500
Hourly Rate:Up to $250/hr
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
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Freedom Advisory
March 2014 - Present · 11 yrs 10 mos
State Registrations2 states
PRTX
Advisor
Exams
No exam information available for this advisor.