Freedom Mountain Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,549,162
Clients
5
100% high-net worth
Advisors
1
of 1 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
5
Very LowAverage account size
$2,309,832
About
Freedom Mountain Investments provides discretionary portfolio management primarily to individual and high‑net‑worth clients, with a client roster that is very small relative to peers and an assets‑under‑management level of about $11.5 million. The firm conducts client interviews and offers ongoing supervision and periodic portfolio reviews tailored to each client’s goals and risk tolerance.
The firm uses a research‑driven, fundamentally oriented investment process that combines computer models, economic indicators and company analysis to select individual stocks, mutual funds and ETFs. Portfolios may include smaller‑capitalization and infrequently traded securities and the adviser employs a “Venerable Owner” strategy that targets companies where a single long‑term owner holds a large stake and may create future liquidity events.
Noteworthy aspects relative to typical independent advisers include its very small client base and an investment style that can produce more concentrated, potentially less liquid portfolios suited to longer time horizons and higher risk tolerance. The firm is a single‑advisor practice whose principal has advanced technical and industry credentials and includes a modest amount of additional consulting time as part of its advisory service.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Wealth management
Fee options
$50,000 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually Over $1,000,000+: Negotiable
Additional consulting time billed at a negotiable rate of $250 per hour in quarter hour increments beyond 8 hours included annually.
Account minimum: $50,000 Fee-only: Advisory fees are paid quarterly in advance; no commissions or performance-based fees.
Main office location
Freedom Mountain Investments
Paoli PA, United States
Number of offices
1
Most active in
Freedom Mountain Investments has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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.
Forms ADV
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