Freedom Advisory Fees & Minimum

Overview

Headquarters: Guaynabo, PR
Total Firm Assets: $881 million
Average High-Net-Worth Client Portfolio Size: $4.2 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: FORM ADV PART 2A DISCLOSURE BROCHURE (2026-02-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$5,000,000	1.00%
$5,000,001	$10,000,000	0.60%
$10,000,001	$25,000,000	0.40%
$25,000,001	and above	0.25%

Stated Minimum Annual Fee: $1,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$52,500	1.05%
$10 million	$82,500	0.82%
$50 million	$205,000	0.41%
$100 million	$330,000	0.33%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 80.07%
Number of High-Net-Worth Clients: 166
Total Client Accounts: 938
Discretionary Accounts: 938

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 147546

FORM ADV PART 2A DISCLOSURE BROCHURE (2026-02-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Freedom Advisory disclose?

Is Freedom Advisory a fiduciary?

Where is Freedom Advisory located?

How many clients does Freedom Advisory have?

What services does Freedom Advisory offer?

How much does Freedom Advisory manage?

What types of clients does Freedom Advisory serve?

Freedom Advisory