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How does the advisor help clients – Key Takeaways:
- Freedom Investment Management, Inc. (FIM) provides financial expertise to help clients achieve their financial goals.
- The firm offers a variety of financial services and works with various types of clients to tailor their services to meet individual needs.
- FIM operates with a transparent fee structure and discloses all necessary information, providing clients with peace of mind.
Facts and Insights
Freedom Investment Management, Inc. is a well-established financial advisory firm with over 25 years of experience. The firm has offices in several major cities and has a large team of financial advisors with diverse backgrounds and specializations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 150+ | 27 years |
Financial Services Offered
FIM offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, retirement planning, tax planning, estate planning, and risk management.
Client Types
FIM works with a variety of clients, including individuals, families, small business owners, and corporate executives. The firm also provides services to non-profit organizations and institutions.
Fees & Compensation
FIM operates with a transparent fee structure, ensuring that clients are aware of all fees and costs associated with their services. The firm primarily charges a percentage of assets under management, with fees ranging from 0.50% to 1.50%. They may also charge an hourly fee for financial planning services or a flat fee for certain services. FIM does not receive any third-party compensation or commissions, ensuring that their advice is always in the best interest of their clients.
Background
Freedom Investment Management, Inc. was founded with the goal of providing high-quality, independent financial advice to clients. The firm is committed to maintaining a fiduciary relationship with their clients, meaning they always act in the best interest of their clients.
Financial Advisor Disclosures to Know
FIM is a registered investment adviser (RIA) with the Securities and Exchange Commission (SEC), meaning they are held to a fiduciary standard and must disclose any potential conflicts of interest. The firm has a clean record and has not faced any disciplinary actions or regulatory issues in the past.