Freedom Investment Management, INC.
Assets Under Management
$2.1B
Number of Clients
9,327
Number of Advisors
8
Average Client AUM
$230K
AUM per Advisor
$268.3M
Compensation
Fee-Only (AUM)
About This Firm
Freedom Investment Management offers discretionary investment advisory services, including a turnkey asset management platform (TAMP) for advisory firms and ERISA retirement plan investment management. They manage portfolios designed by their investment team and portfolios designed by other model-providers or sub-advisers. They also offer financial planning services through their IARs.
Fee Structure
Freedom charges fees for investment management, platform services, model maintenance, and sub-adviser/model manager services. The Freedom Platform Fee ranges from 0.16% to 0.45% annually for client household assets up to $1,000,000, decreasing to 0.10% or a negotiated rate for assets over $10,000,001. Direct clients are charged up to 2.00% annually, which may be discounted. Clients through separate account management arrangements are charged between 0.25% and 0.35% annually, which may be negotiated. Retirement plan services fees are up to 0.40% annually. The minimum account size on the Freedom platform is $25,000, which may be waived. For clients working with a Freedom IAR, the Platform Fee and Advisory fee are bundled into one Advisory Fee.
Areas of Practice
Location
100 Constitution Plz, Fl 7, Hartford, CT, 06103-1703