Freedom Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,201,414
Total clients
67
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
67
Average account size
$226,887
About
Freedom Wealth Advisors, LLC is a single-advisor independent investment advisory firm that serves individuals, trusts, estates, corporations and employer‑sponsored retirement plans. The firm offers ongoing investment advisory and portfolio management, comprehensive financial planning as part of management services, business retirement plan consulting, and administrative support for self-directed retirement accounts.
The firm’s investment work emphasizes non‑traditional assets and secured, short‑term loans — in particular loans to local real estate developers and alternative assets held in self‑directed IRAs — and it performs case‑by‑case due diligence and requires client acknowledgement before such transactions proceed. Accounts are managed primarily on a non‑discretionary basis and FWA applies a mix of fundamental, technical (charting) and cyclical analysis, with limited use of options and a general avoidance of margin and short sales.
Noteworthy aspects include that, as disclosed in the brochure, roughly $15.2 million of reported assets are managed on a non‑discretionary basis and the principal operates single‑purpose LLCs that may offer local real estate investments to clients (with disclosure of potential conflicts and a stated policy not to charge an advisory fee on those invested dollars). The brochure also discloses a 2017 Consent Order related to a loan participation arrangement and describes a structured business retirement‑plan offering (plan/platform identification, document and administration review, and referrals to third‑party providers).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fees may be negotiated and charged for administrative and other special services, or as an alternative to AUM fees.
$0 - $100,000: 1.00%-2.50% $100,001 - $500,000: 1.00%-2.50% $500,001 - $1,000,000: 1.00%-2.50% $1,000,001+: 1.00%-2.50%
Hourly fees may be negotiated and charged for administrative and other special services.
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Main office location
Freedom Wealth Advisors, LLC
North Yarmouth ME, United States
Number of offices
1
Forms ADV
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