Freedom Wealth Management LLC

The firm primarily provides ongoing portfolio management and access to pooled and institutional investment programs, including LPL-sponsored model and wrap platforms, offering both discretionary and non-discretionary management rather than focusing on retail individual clients. Integrated financial planning is provided as part of its ongoing management services, and the firm does not offer standalone financial planning engagements.

Investment decisions are guided by a conservative, long-term asset allocation framework that uses fundamental and technical analysis, comparative analysis, dollar-cost averaging, and tactical adjustments within predefined allocation ranges; portfolios may include individual stocks and bonds, mutual funds, ETFs, unit investment trusts, and third‑party manager strategies. The firm implements portfolios using custodian and program platforms provided by LPL Financial (SWM, MWP, OMP) and discloses that it pays certain custodian transaction and program fees on clients’ behalf, a practice that can affect trade execution and program selection.

Noteworthy aspects include the firm’s newly registered, single-advisor structure and its start-up status with no assets reported in the brochure, plus a stated $500,000 standard account minimum that is negotiable and exempted for first responders and active military. The owner also conducts securities and insurance business outside the advisory firm and may receive commissions from those activities, a disclosed potential conflict the firm says it addresses through fiduciary duties and written disclosures.