Freedom Asset Management Inc.

Overview

Freedom Asset Management Inc. is a small, individually owned advisory corporation that combines portfolio management for individuals and small businesses with insurance brokerage services. The firm operates primarily on a non-discretionary basis and charges clients via hourly and other non-AUM fee arrangements, suggesting relationships centered on advice and implementation rather than asset-fee management. The adviser is not a multi-state practice, is not an active ESG investor, and is not positioned as a capital allocator or pension consultant. Investment activity shows a preference for liquid, exchange-traded instruments alongside pooled mutual fund exposures. The firm’s classification on filings is unclassified, and its business mix points to a hybrid model: financial advice and portfolio construction for retail and family clients, supported by insurance product distribution. That combination typically results in client portfolios that blend marketable securities with insurance-centered planning solutions.

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Public Holdings

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Location & Offices