Freedom Day Solutions, LLC

Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and also offers retirement plan consulting, sub‑advisory services to other advisers, and estate-planning support and referrals. Services are offered on both a discretionary and non‑discretionary basis and extend to assets held away such as variable annuities and employer retirement plan accounts.

The firm typically allocates client assets among ETFs, individual equities and fixed income, applying a combination of fundamental and technical analysis and managing some accounts through proprietary model portfolios and active strategies. For clients who demonstrate sufficient knowledge and tolerance for risk, Freedom Day Solutions may allocate a portion of assets to digital assets, and it conducts regular account monitoring and periodic reviews to align portfolios with stated objectives.

What distinguishes the firm from many peers is its mix of non‑investment affiliations and fee arrangements disclosed in the brochure: it operates as a licensed insurance agency with supervised persons offering commissionable insurance products, has supervised persons who maintain separate legal practices and refers clients to a legal business (Freedom Day Legal) for estate work, and acts as sub‑adviser to the Freedom Day Dividend ETF (MBOX) and may recommend that ETF to managed clients — all of which the firm notes as potential conflicts it seeks to manage. The firm also negotiates alternative fee arrangements and charges separate fees for services such as retirement plan consulting and estate‑planning legal engagements in addition to its percentage‑of‑AUM advisory fees.