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Lifestyle Freedom Advisory Group, LLC

Headquartered in BRADENTON, FL

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Firm Information

Lifestyle Freedom Advisory Group, LLC is an investment advisory firm with over $123 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals, corporations, and pension plans.

Lifestyle Freedom Advisory Group, LLC

$123.87M

Assets Under Management

6

Total Clients

4

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Referral fees and assets under advisement

Branch Locations (3)

LIFESTYLE FREEDOM ADVISORY GROUP, LLC has a total of 3 branch locations across the country.

Advisors at Lifestyle Freedom Advisory Group, LLC

View All 4 Advisors

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Disclosures

There are no public disclosures for Lifestyle Freedom Advisory Group, LLC.

Frequently Asked Questions (6)

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