Freedom Capital Management

Overview

Freedom Capital Management is an independent RIA organized as an LLC that serves individual and family clients. The firm operates on a percentage-of-AUM fee model and provides financial planning and the selection of other advisers. It identifies itself as a capital allocator, meaning it places client assets with external managers when appropriate. The adviser does not describe itself as an active ESG investor and is not organized as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives