Freedom Value Partners, LLC logo

Freedom Value Partners, LLC

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Client assets under management

$55,284,184

Clients

43

56% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

22

Low

Average account size

$1,285,679

About

Freedom Value Partners serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management and limited asset advisement services alongside financial planning. The firm manages roughly $104.4 million in discretionary assets for about 43 clients and offers a view‑only advisement option for accounts that cannot be custodied with its preferred custodian; it does not impose a minimum account size.

The firm’s investment process is driven by client‑specific profiles and fundamental analysis, with strategies that may include long‑term holdings, shorter‑term trading, and the selective use of options and other derivative positions (including covered‑call writing). Portfolios are generally managed on a discretionary basis with periodic (at least quarterly) reviews, and financial planning or consulting is provided to managed clients at no additional charge.

What is noteworthy relative to many peers is the explicit incorporation of derivatives and options strategies within separately managed accounts — an approach that the firm discloses and highlights in its risks and strategy discussion, and which is relatively uncommon among similar supported firms. The firm is a small, co‑managed practice that combines that derivatives capability with CFA‑level investment credentials among its principals and operational practices (such as use of standing transfer authorizations) that result in direct custodial arrangements and quarterly oversight.

Client services

Financial planning Portfolio management Asset advisement services

Expertise

Active portfolio management Options & derivatives strategies Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.60% annually $5,000,000.01+: 0.30% annually

Main office location

Freedom Value Partners, LLC

Lenexa KS, United States

Number of offices

2

Most active in

Kansas · Missouri

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Vicki H

CFA®

Lenexa, KS

Freedom Value Partners, LLC

Vicki Hohenstein is a CFA® charterholder with 17 years of industry experience. She is currently an advisor at Freedom Value Partners, LLC and has previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. Outside of her advisory role, she serves as Director and Secretary/Treasurer of Cottonwood Flats, Inc., a family farm. Freedom Value Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management and limited asset advisement alongside financial planning. The firm integrates derivatives and options strategies into its investment approach and manages portfolios on a discretionary basis with periodic reviews.

Active portfolio management Options & derivatives strategies Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Billie M

CFA®

Lenexa, KS

Freedom Value Partners, LLC

Billie Mcclain is a CFA® charterholder with 14 years of industry experience. She currently serves at Freedom Value Partners, LLC, and previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. Mcclain is also involved with Freedom Wealth Advisors, LLC, maintaining dual registration during the transition of business to Freedom Value Partners. Freedom Value Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management and limited advisement services alongside financial planning. The firm’s investment approach incorporates client-specific profiles and fundamental analysis, including the selective use of derivatives and options strategies, which is uncommon among similar supported firms.

Active portfolio management Options & derivatives strategies Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)
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