Freedom Mountain Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Mountain Investments provides discretionary portfolio management primarily to individual and high‑net‑worth clients, with a client roster that is very small relative to peers and an assets‑under‑management level of about $11.5 million. The firm conducts client interviews and offers ongoing supervision and periodic portfolio reviews tailored to each client’s goals and risk tolerance.
The firm uses a research‑driven, fundamentally oriented investment process that combines computer models, economic indicators and company analysis to select individual stocks, mutual funds and ETFs. Portfolios may include smaller‑capitalization and infrequently traded securities and the adviser employs a “Venerable Owner” strategy that targets companies where a single long‑term owner holds a large stake and may create future liquidity events.
Noteworthy aspects relative to typical independent advisers include its very small client base and an investment style that can produce more concentrated, potentially less liquid portfolios suited to longer time horizons and higher risk tolerance. The firm is a single‑advisor practice whose principal has advanced technical and industry credentials and includes a modest amount of additional consulting time as part of its advisory service.
Client services
Expertise
Fee options
$50,000 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually Over $1,000,000+: Negotiable
Additional consulting time billed at a negotiable rate of $250 per hour in quarter hour increments beyond 8 hours included annually.
Account minimum: $50,000 Fee-only: Advisory fees are paid quarterly in advance; no commissions or performance-based fees.
Main office
Paoli PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Freedom Mountain Investments · Freedom Mountain Investments LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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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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