Freedom Family Office, LLC

RIASEC RegisteredEst. 2020

Total AUM

$162M

Discretionary

$162M

100% of AUM

Avg account

$751K

Accounts

216

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 310275
Registered since: October 2, 2020
Website: freedomfamilyoffice.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI58.71%
Corporations / Businesses28.24%
Individuals11.6%
Charitable Organizations0.93%
Pension & Profit Sharing Plans0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Freedom Family Office, LLC is an independent, SEC-registered RIA organized as an LLC and registered in 2020. The firm positions itself as a capital allocator to high-net-worth individuals, families and institutional clients. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of third‑party advisers. Its fee arrangements are mixed — percentage of AUM, hourly and fixed fees are all used. Freedom does not identify as an active ESG investor.