T
The Freedom Experience, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,383,364
Total clients
28
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$727,977
About
The Freedom Experience is an independent wealth management firm that provides discretionary investment management and comprehensive wealth planning primarily for individual households, as well as for charitable organizations, trusts, and estates. The firm manages roughly $20 million in client assets across about 28 accounts and offers standalone financial planning engagements in addition to ongoing portfolio management.
TFE typically manages accounts on a discretionary basis and employs fundamental security analysis while using a mix of domestic and foreign securities, ETFs, REITs and cash management vehicles; it describes both long- and short-term trading approaches and discusses international investment risks such as currency fluctuation and differing accounting practices. The firm participates in an institutional custody program for trade execution and reporting and delivers regular performance reports and quarterly custodian statements to clients.
Compared with many solo independent advisors, TFE discloses a substantial non-U.S. client base and a client mix that excludes lower-tier individual (non‑HNW) clients — the brochure notes a general household minimum of $500,000 and a $10,000 annual fee threshold — indicating a focus on higher‑net‑worth relationships. The firm also provides turnkey asset management (TAMP) services to other RIAs and maintains several affiliations for financial planning, tax, and estate services while stating it does not accept commissions for recommended products.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General estate planning guidance
Cash flow / budgeting
Fee options
Fixed flat fees ranging from $10,000 to $36,000 annually for investment management depending on assets and services; TAMP flat fee example $6,000 per client household
Account minimum: $500,000 per household or family relationship for individual investment management accounts; no minimum for charitable organizations, trusts, estates, or financial planning services clients Minimum fee: Minimum annual fee of $10,000 to open and maintain individual investment management accounts Fee-only: Financial planning services fees range from $6,000 to $12,500 per engagement
Most active in
The Freedom Experience, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
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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