Freedom Asset Management
SEC RegisteredAbout the firm
Freedom Asset Management provides personalized strategies that take into account all aspects of clients' financial lives, offering guidance, clarity of thought, and expertise to help them gain confidence in a more secure financial future. The firm takes a comprehensive approach focused on enhancing the security of clients' accumulated wealth during their lifetimes and beyond.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial strategies, comprehensive wealth management, and guidance to help clients make smart decisions about their wealth
Who they serve
Clients seeking to maximize their potential for success in all areas of their financial life and enhance the security of their accumulated wealth
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 395 | $69M |
| High Net Worth Individuals | 25 | $73M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$250,000 | 1.50% |
| $250,001-$500,000 | 1.25% |
| $500,001-$1,000,000 | 1.10% |
| $1,000,001-$1,500,000 | 1.00% |
| $1,500,001-$2,000,000 | 0.85% |
| $2,000,001-$3,000,000 | 0.75% |
| $3,000,001-$5,000,000 | 0.65% |
| $5,000,001+ | 0.55% |
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Freedom Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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