Freedom Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Capital Management advises a small client base that includes individuals, high‑net‑worth individuals, and charitable organizations, and it primarily serves as a conduit to third‑party investment managers rather than directly managing client portfolios. The firm also offers access to estate‑planning services through Wealth.com and healthcare planning through the Move Health platform, and generally focuses its advice on mutual funds, real estate funds, and ETFs.
FCM’s model is to select and refer clients to third‑party advisers or TAMPs, conduct due diligence, and maintain an ongoing relationship to review suitability and performance; it does not exercise investment discretion over client accounts. The firm reports all assets as non‑discretionary (reported non‑discretionary AUM $13,270,315) and provides periodic reviews and relies on custodial account statements for reporting.
What distinguishes FCM from many peers is its combination of a very small adviser practice (one advisor, nine clients) with a relatively large pool of non‑discretionary assets directed to outside managers, and its disclosures that recommended managers may run separately managed account programs that can employ leverage or derivative instruments. FCM also discloses fee‑sharing arrangements with selected third‑party managers (e.g., GeoWealth) and emphasizes that it does not control the day‑to‑day operations of those managers.
Client services
Expertise
Fee options
$0 - $400,000: 1.00% annually (100 basis points) total, including GeoWealth's 0.35% fee $400,001 - $500,000: 1.00% annually (100 basis points) total, with GeoWealth's fee as a flat $1,400 $500,001 - $1,000,000: 0.75% annually (75 basis points) total, with GeoWealth's fee as a flat $1,400 $1,000,001 - $2,000,000: 0.50% annually (50 basis points) total, with GeoWealth's fee as a flat $1,400 $2,000,001 - $3,000,000: 0.35% annually (35 basis points) total, with GeoWealth's fee as a flat $1,400 $3,000,001 - $6,000,000: 0.35% annually (35 basis points) total, GeoWealth's fee $1,400 plus $500 per million over $3,000,000 $6,000,001 - $10,000,000: 0.30% annually (30 basis points) total, GeoWealth's fee $1,400 plus $500 per million over $3,000,000 $10,000,001+: 0.05% annually (5 basis points) total, GeoWealth's fee $1,400 plus $500 per million over $3,000,000
Fee-only: Fee-only, annual asset-based fees as per tiered schedule; no commissions or performance-based fees.
Main office
Glen Allen VA
Advisors at this office
1
Most active in
Florida · Texas · Virginia
Also doing business as
Freedom Capital Management · Freedom Capital Management Of Virginia LLC · Freedom Capital Management, LLC
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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