Freedom Advisory
Assets Under Management
$697.8M
Number of Clients
455
Number of Advisors
5
Average Client AUM
$1.5M
AUM per Advisor
$139.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Freedom Advisory provides financial planning, investment management, and retirement plan services. They offer customized investment programs, recommend third-party money managers, and provide access to alternative investments for qualified clients. Services are tailored to individual client needs and objectives.
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
Location
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067