Freedom Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Asset Management provides investment management and financial planning primarily to individuals and business owners, including high-net-worth clients, and also offers retirement plan consulting and ERISA §3(21)(a) services. As of August 4, 2025, the firm reported $142.6 million in discretionary assets under management and delivers advisory services principally on a discretionary basis.
The firm constructs portfolios largely from mutual funds, exchange-traded funds, and individual equities and emphasizes continuous supervision with rebalancing as needed; its stated methods of analysis include behavioral, charting, cyclical, fundamental and technical approaches. Financial planning and Retirement Plan Consulting are provided without separate charges, and FAM uses LPL Financial’s Strategic Wealth Management platform for custody, trade execution and account administration.
What is distinctive about the firm is its scale relative to personnel: the ADV shows the firm serving roughly 370 clients with one listed advisor, an unusually high client-to-advisor ratio that corresponds with greater reliance on platform and standardized processes. FAM also acts as the sponsor and portfolio manager for a wrap fee version of the SWM program and discloses platform relationships and that certain advisory personnel are dually registered with LPL and as insurance agents, along with the attendant conflicts of interest described in its Form ADV.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
Fee-only: 0.50% to 1.40% annually depending on scope of services for individually managed accounts
Main office
605 E. Holland Ave., #215
Spokane WA 99218
Advisors at this office
1
Most active in
Arizona · Idaho · Texas · Utah · Washington
Also doing business as
Freedom Asset Management · Love Your Life LLC Dba Freedom Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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