How Does Freedom Family Office, LLC Help Clients? Key Takeaways:
Freedom Family Office, LLC is a financial advisory firm that specializes in helping high net worth individuals and families manage their assets and achieve their financial goals. With a team of experienced advisors and a wide range of services, they are able to provide personalized and comprehensive financial solutions to their clients.
Facts and Insights
Assets Under Management: As of 2020, Freedom Family Office, LLC has approximately $1 billion in assets under management. This includes both individual and institutional clients.
Number of Advisors: The firm has a team of 10 advisors, each with their own areas of expertise and experience in the financial industry.
Time in Business: Freedom Family Office, LLC was founded in 2012 and has been providing financial services to clients for over 8 years.
Financial Services Offered
Freedom Family Office, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance and risk management
- Business succession planning
These services are tailored to each client’s specific financial goals and are constantly monitored and adjusted to reflect changing market conditions and personal circumstances.
Client Types
Freedom Family Office, LLC primarily serves high net worth individuals and families with investable assets of $1 million or more. They also work with institutional clients, including foundations and endowments.
Fees & Compensation
Freedom Family Office, LLC operates on a fee-only model, meaning they are compensated solely by the fees paid by their clients. This ensures that their advice is always unbiased and in the best interests of their clients. The firm charges a percentage of assets under management for their services, with fees ranging from 1% to 2%, depending on the level of assets managed and the complexity of the client’s financial situation.
Background
Freedom Family Office, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Smith saw a need for a comprehensive and personalized approach to financial planning for high net worth individuals and families, and he has built a team of experts to meet this need.
Financial Advisor Disclosures to Know
As a registered investment advisor, Freedom Family Office, LLC is legally required to disclose any potential conflicts of interest to their clients. This includes any affiliations with other financial institutions or companies that may receive compensation for recommending certain products or services. The firm is also required to disclose any disciplinary history or legal actions taken against them or any of their advisors.