A complete list of active advisors currently associated with Freedom Family Office, LLC
Warmer can help you find a great advisor at Freedom Family Office, LLC or one who fits your needs even better.
Freedom Family Office, LLC advises high-net-worth families and individual investors, as well as trusts, estates, pension and profit-sharing plans and other entities, managing approximately $162 million in discretionary assets with a small advisory team. The firm provides family office services and discretionary portfolio management, including consolidated reporting across accounts and coordination with outside tax, legal, and insurance advisors. FFO describes a holistic, team-based family office model that tailors services to each family’s needs and documents investment objectives in written Investment Policy Statements; it routinely exercises discretionary authority to implement and rebalance portfolios. The firm uses both fundamental and technical analysis and may deploy a wide range of strategies and instruments — from long-term holdings to options and margin — while monitoring for tax opportunities and other client-specific considerations. Notable practice details that differ from many peers include a multi-office footprint and an explicit emphasis on consolidated reporting that can incorporate non-managed private family assets, reflecting a balance-sheet coordination approach. The brochure also discloses that the firm is owned by the Freedom Legacy Trust, that certain associated persons are licensed insurance agents who may receive commission-based compensation, and that FFO receives custodial and research-related benefits from recommended custodians (LPL and Schwab) — all disclosed potential conflicts the firm says it manages through policies and client disclosures.
To learn more about the advisors currently working at Freedom Family Office, LLC, 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 |
|---|---|---|
Mesa, AZ
| 29
| |
Mesa, AZ
| 10
|
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