A complete list of active advisors currently associated with Financial Freedom Capital Management
Warmer can help you find a great advisor at Financial Freedom Capital Management or one who fits your needs even better.
Financial Freedom Capital Management serves individuals (including high‑net‑worth clients), companies, trusts, pension and profit plans, and UK expatriates seeking pension transfers (SIPPs and QROPS). The firm provides portfolio management on a discretionary and non‑discretionary basis and also offers related services such as pension transfer assistance, annual tax return preparation, and occasional real estate transaction referrals. The firm employs a top‑down, fundamental investment process focused on long‑term investing, income generation, tax minimization, diversification and sector/asset‑class weighting, using equities, bonds, ETFs, mutual funds, currencies and options. It also discloses use of margin (borrowing), short‑term trading and options strategies — including borrowing and derivatives in separately managed accounts — which the brochure describes as part of its risk framework. As a solo advisor the firm manages an unusually large client base for a one‑advisor practice and maintains an ownership link to Invinitive Inc with operational ties to Invinitive Financial UK Ltd, an affiliated custodian the brochure identifies and discloses as a potential conflict of interest. The firm’s principal also holds a state real estate license (submitting deals through The Real Estate Connection) and provides tax preparation services, and the brochure notes custodial arrangements that include automatic fee deductions and custody of client funds.
To learn more about the advisors currently working at Financial Freedom Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Naples, FL
| 11
|
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