Freedom Financial Management, Inc. is a renowned financial management firm that has been in business for over a decade, helping its clients achieve their financial goals. The firm specializes in providing a range of financial services for both individual and corporate clients, while also offering personalized and comprehensive wealth management solutions.
How does the advisor help clients – Key Takeaways:
Freedom Financial Management, Inc. prides itself on its team of highly qualified financial advisors who have extensive knowledge and experience in the financial industry. These advisors work closely with each client to create a personalized financial plan that aligns with their individual financial goals and needs. The firm’s main focus is on helping clients achieve financial freedom, by providing expert guidance, strategic planning, and ongoing support.
Facts and Insights
With over $500 million in assets under management, Freedom Financial Management, Inc. has established itself as a leading player in the financial management industry. The firm boasts a team of 15 experienced advisors, who collectively have over 100 years of experience in the industry. As a testament to their success, the firm has been recognized by various publications, including Forbes and Barron’s, for its exceptional financial services and client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million+ | 15 | 10+ years |
Financial Services Offered
Freedom Financial Management, Inc. offers a wide range of financial services to help its clients build and secure their wealth. These services include investment management, retirement planning, tax planning, estate planning, and insurance policies. The firm also provides specialized services such as education planning, business succession planning, and advice on stock options and company benefits. This comprehensive range of services enables the firm to cater to the diverse financial needs of its clients.
Client Types
Freedom Financial Management, Inc. works with both individual and corporate clients, providing them with tailored financial solutions to meet their specific objectives. The firm’s individual clients range from high net worth individuals to young professionals looking to build their wealth. For corporate clients, the firm offers services such as employee retirement plans, investment management, and business succession planning.
Fees & Compensation
Freedom Financial Management, Inc. operates on a fee-only basis, meaning that the firm’s compensation is solely based on a percentage of the assets under management. This approach ensures that the firm’s interests are aligned with those of its clients, as the more the clients’ portfolio grows, the more the firm earns. This transparent fee structure eliminates any potential conflicts of interest and allows clients to completely trust the advice and guidance provided by the firm.
Background
Freedom Financial Management, Inc. was founded in 2008 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Smith’s vision was to create a firm that puts clients’ interests above everything else, and to this day, the firm continues to operate under this principle. The firm’s success can be attributed to its dedicated team of advisors who are committed to ensuring the financial well-being of their clients.
Financial Advisor Disclosures to Know
As a registered investment adviser, Freedom Financial Management, Inc. is required to disclose important information to its clients, including any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. These disclosures can be found on the firm’s website or by contacting their offices directly. The firm takes these disclosures seriously and is committed to maintaining transparency and integrity in all its operations.