A complete list of active advisors currently associated with Freedom Capital Management

Warmer can help you find a great advisor at Freedom Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at 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.