Freedom Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$142,000,000
Clients
420
6% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
420
Very HighAverage account size
$338,095
About
Freedom Asset Management provides investment management and financial planning primarily to individuals and business owners, including high-net-worth clients, and also offers retirement plan consulting and ERISA §3(21)(a) services. As of August 4, 2025, the firm reported $142.6 million in discretionary assets under management and delivers advisory services principally on a discretionary basis.
The firm constructs portfolios largely from mutual funds, exchange-traded funds, and individual equities and emphasizes continuous supervision with rebalancing as needed; its stated methods of analysis include behavioral, charting, cyclical, fundamental and technical approaches. Financial planning and Retirement Plan Consulting are provided without separate charges, and FAM uses LPL Financial’s Strategic Wealth Management platform for custody, trade execution and account administration.
What is distinctive about the firm is its scale relative to personnel: the ADV shows the firm serving roughly 370 clients with one listed advisor, an unusually high client-to-advisor ratio that corresponds with greater reliance on platform and standardized processes. FAM also acts as the sponsor and portfolio manager for a wrap fee version of the SWM program and discloses platform relationships and that certain advisory personnel are dually registered with LPL and as insurance agents, along with the attendant conflicts of interest described in its Form ADV.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Wealth management
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
Fee-only: 0.50% to 1.40% annually depending on scope of services for individually managed accounts
Main office location
Freedom Asset Management
605 E. Holland Ave., #215
Spokane WA 99218, United States
Number of offices
2
Most active in
Freedom Asset Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Idaho · Utah · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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