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How does the advisor help clients – Key Takeaways:
Freedom Capital Management, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. They offer a wide range of services and cater to various client types. Here are the key takeaways of how this advisor helps clients:
- Provides personalized financial planning and investment management strategies.
- Offers guidance and expertise to help clients make informed decisions.
- Creates a customized financial plan based on each client’s individual needs and goals.
- Constantly monitors and adjusts investments to ensure they align with the client’s objectives.
- Offers ongoing support and communication to keep clients updated on their financial progress.
Facts and Insights:
Freedom Capital Management, LLC was founded in 2005 and is headquartered in New York City. With over 15 years in the financial industry, the firm has established itself as a trusted and reliable advisor for clients seeking financial expertise. The firm currently has a team of 10 advisors, all of whom are experienced and knowledgeable in the field of finance.
Assets Under Management, Number of Advisors and Time in Business:
Freedom Capital Management, LLC manages over $500 million in assets and serves a client base of over 500 individuals and families. With a team of 10 advisors, the firm has a low advisor-to-client ratio, ensuring each client receives personalized attention and support. The firm has been in business for over 15 years, providing a track record of consistent and successful financial management.
| Assets under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2005 |
Financial Services Offered:
Freedom Capital Management, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Educational planning
- Business planning
Client Types:
Freedom Capital Management, LLC caters to different types of clients, including individuals, families, and small businesses. The firm has a diverse client base and is committed to providing personalized services to meet the unique needs and objectives of each client.
Fees & Compensation:
Freedom Capital Management, LLC operates on a fee-based compensation structure, meaning they charge a percentage of the assets under management as their fee. This model aligns the advisor’s interests with the client’s interests, as the firm only profits from the growth of the client’s portfolio. They are transparent about their fees and do not charge any hidden costs or commissions.
Background:
Freedom Capital Management, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Smith is a certified financial planner (CFP) and has a deep understanding of financial planning, investment management, and tax strategies. Under his leadership, the firm has grown to become a trusted advisor for clients seeking financial expertise.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Freedom Capital Management, LLC is required to provide full disclosure of any potential conflicts of interest. The firm places a strong emphasis on transparency and ensures that clients are aware of any potential risks or limitations before making any investment decisions. The firm’s Form ADV, which outlines any regulatory, legal, or disciplinary events, is publicly available for review on the firm’s website.