Freedom Day Solutions, LLC
Assets Under Management
$569.0M
Number of Clients
419
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$142.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Freedom Day Solutions offers investment management services, allocating client assets among ETFs, individual debt and equity securities, and digital assets. They also provide retirement plan consulting services to qualified employee benefit plans. Estate planning services are offered through a separate, unaffiliated law firm.
Fee Structure
Investment management fees range from 0.50% to 2.50% annually, depending on portfolio size, composition, and services rendered. Digital asset management fees are typically 1.00%. Retirement plan consulting fees range from 0.20% to 1.00%. Estate planning services are billed separately by Freedom Day Legal. Fees are negotiable based on various criteria. Clients also incur third-party charges like brokerage commissions and custodial fees. The firm generally imposes a minimum portfolio size of $250,000.
Areas of Practice
Location
8401 Westview Drive, Houston, TX, 77055