Freedom Fiduciaries LLC

RIASEC RegisteredEst. 2024

Total AUM

$585M

Discretionary

$585M

100% of AUM

Avg account

$4.7M

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 323673
Registered since: April 22, 2024
Website: freedomfiduciaries.com
Custodians: EMPOWER, VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans99.25%
Individuals0.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Freedom Fiduciaries LLC is an individual-owned limited liability company operating as an institutional registered investment adviser that became SEC-registered in 2024. The firm serves both high-net-worth individuals and families as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Freedom Fiduciaries identifies as a capital allocator and does not position itself as an active ESG investor.