Freedom Family Office, LLC

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Client assets under management

$113,998,004

Clients

116

38% high-net worth

Advisors

of 10 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$982,741

About

Freedom Family Office provides family office services and discretionary portfolio management to families, high‑net‑worth and individual clients, as well as trusts, estates, retirement plans, and business entities; the firm reports approximately $162 million in discretionary assets under management and generally applies an account minimum for advisory relationships. Its services include consolidated reporting, estate and gift planning, income tax planning, philanthropic planning, financial planning, and assistance with trust administration, with family office engagements billed as negotiated fixed fees and portfolio management typically charged as a percentage of AUM.

The firm describes a holistic, team‑based family office approach that tailors advice to each client’s Investment Policy Statement, monitors accounts on a continuous basis, and rebalances or adjusts portfolios as market conditions or client circumstances change. FFO discloses use of a broad set of investment strategies — including long‑ and short‑term equities, covered options, margin, private placements, alternative vehicles, and certain structured or leveraged products — and outlines the attendant risks and monitoring practices.

FFO’s ADV discloses several features that differentiate it from many peers: an affiliation with another registered adviser (IWM Advisors, LLC), which is owned by an associated person who devotes roughly 20% of his time to that business, and that certain executive officers and associated persons are licensed insurance agents who may earn commission compensation. The brochure also documents recent material changes (an updated AUM figure and the addition of Charles Schwab as a custodian), describes written solicitor/referral arrangements, and notes the firm operates multiple offices — disclosures the firm says are managed with policies intended to mitigate conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Family office services

Expertise

Tax-loss harvesting General estate planning guidance

Occupation focus

Founder/Business Owner

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Family office services fixed fee starting at $15,000, negotiable

Percentage

$0 - $5,000,000: 1.25% per annum $5,000,001 - $10,000,000: 1.00% per annum $10,000,001 - $20,000,000: 0.75% per annum $20,000,001 - $50,000,000: 0.60% per annum $50,000,001+: 0.50% per annum

Project-based

$500/hour for services beyond family office agreement scope

Other

Account minimum: $1,000,000 Minimum fee: Minimum monthly fee of $1,000 (may be waived or discounted at discretion) Fee-only: Family office services fixed fee starting at $15,000, negotiated per client; additional services billed at $500/hour

Most active in

Arizona · California · Colorado · Florida · Louisiana · Nevada · New Jersey · New York · Pennsylvania · Puerto Rico · Virginia · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (855) 540-0400

Advisors at this firm

Jenna K

Series 65

Humacao, PR

Freedom Family Office, LLC

Jenna Kozodoy is a financial advisor at Freedom Family Office, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Goldman Sachs and Bridgewater Associates. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth needs. The firm emphasizes tailored portfolios based on written Investment Policy Statements and employs a variety of securities and strategies with ongoing fiduciary oversight.

Tax-loss harvesting General estate planning guidance Founder/Business Owner Mid-Career Professionals

Stacy C

CFP®, Series 66

Mesa, AZ

Freedom Family Office, LLC

Stacy Culotta is a CFP® and holds a Series 66 license, with nine years of industry experience. She currently works at Freedom Family Office, LLC and has previously been employed at Baird, Goldman Sachs PFM (United Capital Financial Advisers, LLC), and Stoker Ostler Wealth Advisors. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm uses written Investment Policy Statements and a range of securities to tailor portfolios, offering consolidated reporting, estate and tax planning coordination, philanthropic planning, and trustee guidance.

Tax-loss harvesting General estate planning guidance Founder/Business Owner Mid-Career Professionals

Anthony C

CFP®, Series 63, Series 66

Mesa, AZ

Freedom Family Office, LLC

Anthony Culotta is a Certified Financial Planner® with 12 years of industry experience. He is currently with Freedom Family Office, LLC in Mesa, AZ, where he has worked for one year following a 13-year tenure at Robert W. B. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm emphasizes tailored portfolios based on written Investment Policy Statements, continuous monitoring, and fiduciary oversight.

Tax-loss harvesting General estate planning guidance Founder/Business Owner Mid-Career Professionals

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