The Freedom Experience, Inc.

Overview

The Freedom Experience, Inc. is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm offers comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party advisers when appropriate. Fee arrangements are flexible and include asset‑based fees, hourly charges, and fixed fees, reflecting a hybrid advisory model that can accommodate ongoing portfolio management as well as one‑off planning engagements. Investment activity is heavily equity‑centric: the firm displays a clear preference for exchange‑traded equities as the primary vehicle for client portfolios. Its advisory scope does not position it as a pension consultant or a multi‑state adviser, and it does not identify as an ESG investor. Given the small client base and the firm’s stated activities, the practice reads as a boutique RIA that combines hands‑on planning with outsourced manager selection when clients require access to specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices