FREEDOM ASSET MANAGEMENT

Overview

Freedom Asset Management is an independent, individual-owned registered investment adviser that runs a fee model based on a percentage of assets under management. The firm focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its regulatory registration lists 2025 as the SEC registration year; the adviser is not positioned as a multi-state or ESG-active manager and does not operate as a capital allocator. Investment activity shows a clear equity tilt: the firm favors exchange-traded equities as the primary vehicle for market exposure, supplemented by mutual funds and annuities for core and liability-matching purposes. Freedom Asset Management employs discretionary management across its client base, which suggests portfolio decisions and rebalancing are implemented centrally rather than requiring client-by-client approval for routine trades. Custody and execution flow through a single primary custodian, which shapes available product access and operational workflow.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices