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How does the advisor help clients – Key Takeaways:
FREEDOM ASSET MANAGEMENT, CORP. is committed to providing expert financial guidance and services to clients in order to help them achieve their financial goals and ensure long-term financial success. With a team of experienced and knowledgeable advisors, clients can expect personalized and comprehensive strategies tailored to their unique financial situation.
Facts and Insights
FREEDOM ASSET MANAGEMENT, CORP. was founded in 2005 and has been in business for over 15 years, building a strong reputation as a trusted and reliable financial advisor. As of 2020, the company manages over $500 million in assets under management and has a team of 10 dedicated and qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
FREEDOM ASSET MANAGEMENT, CORP. offers a wide range of financial services to help clients achieve their financial goals and ensure long-term financial success. These services include but are not limited to: portfolio management, retirement planning, tax planning, estate planning, risk management, and investment advice.
Client Types
FREEDOM ASSET MANAGEMENT, CORP. caters to a diverse range of clients, including individuals, families, high net-worth individuals, and institutional clients. The company believes in building long-term relationships with their clients, and therefore works closely with each client to understand their unique financial needs and goals.
Fees & Compensation
FREEDOM ASSET MANAGEMENT, CORP. is a fee-only firm, which means their advisors are not compensated through commissions or sales of financial products. Instead, the company charges a percentage of assets under management or a flat fee, depending on the services provided. This fee structure promotes transparency and ensures that the advisors are fully aligned with the best interests of their clients.
Background
The team at FREEDOM ASSET MANAGEMENT, CORP. is made up of highly qualified and experienced financial professionals, who are dedicated to providing top-notch financial advice and services to their clients. The company’s advisors hold various certifications, including Certified Financial Planner (CFP), and undergo continuous training to stay updated on the latest trends and strategies in the financial industry.
Financial Advisor Disclosures to Know
As a reputable financial advisor, FREEDOM ASSET MANAGEMENT, CORP. adheres to all regulations and requirements set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The company also has a strict code of ethics and follows all compliance and disclosure guidelines to ensure transparency and trust with their clients.