How does the advisor – Key Takeaways:
FREEDOM MONEY MANAGEMENT LLC provides expert financial guidance to clients, helping them achieve financial stability and success. With a wide range of financial services and client types, FREEDOM MONEY MANAGEMENT LLC is dedicated to providing personalized solutions to meet the unique needs of each individual.
Facts and Insights
Founded in 2005, FREEDOM MONEY MANAGEMENT LLC has been in the financial industry for over 15 years. The firm currently manages over $500 million in assets and has a team of highly trained and experienced advisors who have a deep understanding of the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 5 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
- High-net-worth individuals
- Corporate executives
- Business owners
- Retirees
Fees & Compensation
FREEDOM MONEY MANAGEMENT LLC follows a fee-only structure, meaning they do not receive commissions for any financial products they recommend. This allows them to provide unbiased advice and always act in the best interest of their clients. Fees are based on a percentage of assets under management and are agreed upon in advance.
Background
The team at FREEDOM MONEY MANAGEMENT LLC is made up of financial experts with diverse backgrounds and expertise. With a commitment to ongoing education and training, they stay up-to-date on the latest trends and strategies in the industry to provide clients with the best possible advice.
Financial Advisor Disclosures to Know
FREEDOM MONEY MANAGEMENT LLC adheres to all regulatory and compliance standards and is transparent about any potential conflicts of interest. Clients can feel confident knowing that their advisor is always acting in their best interest and in accordance with all laws and regulations.