Freedom Advisory is a small investment advisory firm based out of Guaynabo, Puerto Rico, with two offices. With a total of eight employees, four of whom provide investment advisory services, Freedom Advisory has established itself as a reliable partner in the financial industry. Their average assets under management per investment advisor amount to approximately $117,970,000, which aligns with the industry average.
The compensation structure at Freedom Advisory offers various options, including a percentage of assets under management and fixed fees. While 401K and individual accounts make up less than 30% of their assets under m...
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Assets Under Mgmt
$471.87M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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