Freedom Money Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Money Management LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. Services described in the brochure include tailored financial plans (offered on flat-fee, limited-scope, or hourly bases), an investment supervisory program, periodic net worth statements, and portfolio reviews.
The firm states a long-term, fundamentals-based investment philosophy and employs strategic and tactical asset allocation while documenting client objectives in an Investment Policy Statement. Although FMM can act discretely, the brochure and filing indicate that a substantial portion of its managed assets are handled on a non-discretionary basis, meaning clients typically must approve trades rather than the adviser unilaterally implementing changes.
As a small, solo practice with modest assets under management and no stated account minimum, FMM commonly custodians client accounts at Interactive Brokers to access lower transaction costs and reporting. The principal is a licensed insurance agent who may recommend commissionable insurance products (a conflict the firm discloses), and the firm does not vote client proxies.
Client services
Expertise
Fee options
Financial Planning Program fees range from $500 to $2,500 depending on scope; Full Financial Plan typically $1,500 to $2,500
$0 - $999,999: 1.00% $1,000,000 - $2,000,000: 0.75% >$2,000,000+: Negotiable
$250 per hour (may be reduced depending on scope)
Main office
Belle Mead NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Corsano, Stephen Anthony · Freedom Money 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.
Forms ADV
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