Overview

Total Firm Assets
$162 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: FREEDOM FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE (2026-04-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.25%
$5,000,001 $10,000,000 1.00%
$10,000,001 $20,000,000 0.75%
$20,000,001 $50,000,000 0.60%
$50,000,001 and above 0.50%

Stated Minimum Annual Fee: $12,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $62,500 1.25%
$10 million $112,500 1.12%
$50 million $367,500 0.74%
$100 million $617,500 0.62%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
58.71%
Number of High-Net-Worth Clients
44
Total Client Accounts
216
Discretionary Accounts
216

Services Offered

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

Regulatory Filings

SEC CRD Number
310275
  • FREEDOM FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE (2026-04-30) (fee schedule source) · View brochure text

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

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