We offer a broad array of financial products to choose from including stocks, bonds, options, mutual funds, ETF's, and MLP's among others. Our clientele ranges from private individuals, trusts and sole proprietors to partnerships and corporate entities across all sectors.
As a Registered Investment Advisory, clients pay annual fees typically ranging from 1% up to a maximum of 2.5% of assets under management. Fees will vary according to each client's particular needs and how actively managed each account is. Our objective is to provide you the highest quality of service at the lowest reasonable price.
Currently, the custodial account being used by all clients is Interactive Brokers who is rated #1 by Barrons for online brokers. Please note that Interactive Brokers is not providing any investment advice but rather providing an investment platform, trading execution, and custodial services for Freedom Financial Advisors and their clients. Freedom Capital Advisors has chosen the Interactive Brokers platform because of their extensive capabilities and low cost trading platform.
Clients understand that their stock transactions may be pooled in blocks with those of other investors in these accounts, all of whom may be buying or selling the same security. The client will then pay the average cost of all securities bought or sold in such a block transaction.
Our promise to you
Our goal is to provide you with solid financial advice and give you the piece of mind to know that your assets and financial goals are our number one priority. Being entrusted with other peoples money is not something we take lightly and we will always strive to do the right thing and what is in your best interest. It is this basic principle that has allowed us to survive the ups and downs over the last three decades and will continue to be the cornerstone of our business.