linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Freedom Financial Management, Inc.

Headquartered in SAINT CLOUD, FL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Freedom Financial Management, Inc. is an investment advisor that provides financial planning and portfolio management services for individuals. They have 2 investment advisor representatives and manage approximately $250,000 in assets for 7 clients.

Freedom Financial Management, Inc.

$250,000

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

FREEDOM FINANCIAL MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

ORLANDO, FL

location

SAINT CLOUD, FL

Advisors at Freedom Financial Management, Inc.

View All 2 Advisors
Unclaimed
Rolland Basant

RA

Saint Cloud, FL

View Profile
Unclaimed
Kevin J Dunleavy

CFP®, RA

ORLANDO, FL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Freedom Financial Management, Inc. is right for you?

Disclosures

There are no public disclosures for Freedom Financial Management, Inc..

Frequently Asked Questions (6)

Not sure if Freedom Financial Management, Inc. is right for you?