Freedom Wealth Management LLC

Freedom Wealth Management LLC serves individual and high-net-worth clients, trusts, small businesses, and charitable organizations with ongoing portfolio management and integrated financial planning that is provided as part of its advisory services rather than as a standalone, separately billed offering. The firm manages accounts on both discretionary and non-discretionary bases and uses a mix of individual securities, mutual funds, ETFs, unit investment trusts, and third‑party managers to implement client portfolios.

The firm builds customized portfolios from a client’s stated objectives and risk tolerance, emphasizing strategic asset allocation with the ability to make tactical adjustments and using methods such as fundamental and technical analysis and dollar‑cost averaging. It operates on LPL Financial platforms — including Strategic Wealth Management and LPL‑sponsored wrap/model programs — and routinely coordinates with LPL’s research and third‑party strategists; the firm generally pays LPL transaction and program fees on behalf of clients, which it discloses as a potential conflict of interest.

Several operational features distinguish the practice from many peers: it is a newly formed, small, single‑advisor firm whose managing member also conducts outside activities as a registered representative and licensed insurance producer and may receive commissions from those separate activities (the owner reports spending less than 5% of time on those activities). The firm generally requires a $500,000 account minimum (negotiable and waived for first responders and active military), uses lead-generation services through SmartVestor, and provides routine access to LPL model and wrap programs while documenting client-imposed trading restrictions on a case‑by‑case basis.