Freedom Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,835,167
Clients
66
Advisors
1
of 1 employees
About
The firm provides discretionary asset management and related financial planning to individuals, high‑net‑worth individuals, and a limited number of corporate or business clients. Financial planning topics may include wills, estate and trust review, taxes, qualified plans, insurance, retirement income, Social Security, and college planning, and this planning is offered at no additional charge as part of the advisory relationship.
Investment programs are established after documenting each client’s goals, time horizon and risk tolerance and rely on fundamental analysis with both long‑ and short‑term strategies, periodic rebalancing, and consideration of cash as an asset class. Accounts are reviewed at least quarterly (including review for tax‑loss harvesting opportunities), custody is settled through a single required custodian, and advisory fees are charged as a percentage of household assets and are generally negotiable.
This solo advisory practice is affiliated with an external accounting (CPA) business, with substantial time devoted to that activity and separate compensation for those services, a relationship disclosed as a potential conflict of interest and mitigated by firm procedures and client choice. The firm also works with corporate/business clients in addition to individuals — an arrangement that is less common among similar independent advisers — and manages roughly $6.3 million across about 66 client relationships while leaving proxy voting to clients.
Client services
Expertise
Fee options
$0 - $499,999: 0.90% $500,000 - $999,999: 0.85% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.75% $2,000,000 - $2,499,999: 0.70% $2,500,000 - $2,999,999: 0.65% $3,000,000 - $3,499,999: 0.60% $3,500,000 - $3,999,999: 0.55% $4,000,000+: 0.50%
Fee-only: Annual investment advisory fee charged quarterly in advance based on total household assets under management per tiered schedule; fees are negotiable.
Main office
2935 N. Ballard Rd., Suite 2
Appleton WI 54911
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
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