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How does the advisor help clients – Key Takeaways:
Freedom Capital Management, Inc. is a financial management firm that specializes in providing comprehensive wealth management services to individuals, families, and businesses. They pride themselves on their personalized and strategic approach to managing their clients’ assets to help them achieve their financial goals and objectives.
- Offers a wide range of financial services to help clients achieve their financial goals
- Provides personalized and strategic asset management for individuals, families, and businesses
- Committed to helping clients achieve financial security and success
Facts and Insights
Founded in 2005, Freedom Capital Management, Inc. has over 15 years of experience in the financial management industry. The firm has consistently grown and expanded its client base through its commitment to providing expert financial advice and personalized services to clients. Their team of experienced advisors has a deep understanding of the financial market and a proven track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Freedom Capital Management, Inc. offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Wealth Management
- Investment Management
- Estate Planning
- Retirement Planning
- Insurance Planning
- Tax Planning
Client Types
Freedom Capital Management, Inc. serves individuals, families, and businesses of all sizes. They work closely with their clients to understand their unique financial situations and develop personalized strategies to help them achieve their financial objectives.
Fees & Compensation
As a fee-only financial firm, Freedom Capital Management, Inc. is committed to providing transparent and fair pricing for their services. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals. They do not receive any commissions or kickbacks for recommending specific financial products, allowing them to provide unbiased and objective advice to their clients.
Background
The advisors at Freedom Capital Management, Inc. are highly qualified professionals with years of experience in the financial industry. They hold various certifications and credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This extensive knowledge and expertise allows them to provide their clients with the highest level of financial advice and service.
Financial Advisor Disclosures to Know
As a registered investment advisor, Freedom Capital Management, Inc. has a fiduciary duty to act in the best interests of their clients. This means that they are legally required to always prioritize their clients’ interests over their own and to disclose any conflicts of interest that may arise. The firm has a clean record of regulatory and legal disclosures, demonstrating their commitment to upholding ethical standards in their business practices.