Freedom Investment Management, Inc.

Freedom Investment Management, Inc., established in 2003, specializes in providing a turnkey asset management platform to registered investment advisory firms. They manage approximately $2 billion in assets and offer two program types: unified managed account models (UMA Models) and fund models (Fund Models). Financial Advisors can access institutional investment portfolio models and design their own models within the Programs. Clients' accounts are managed on a discretionary basis according to their investment plans, with the Financial Advisor acting as the liaison. Freedom charges a tiered monthly Freedom Platform Fee ranging from 0.10% to 0.83% annually based on household assets, with a minimum monthly fee of $12.50. Clients can invest in UMA Models or Fund Models, with different fee schedules based on the Program selected. Investment Management Fees vary based on the selected model or program. Freedom acts as a fiduciary and does not engage in side-by-side management or receive performance-based fees. Clients have access to a diverse range of investment strategies and risk profiles, with portfolios reviewed and rebalanced periodically. The firm also provides administrative services and engages in proxy voting on behalf of Clients. Freedom has no disciplinary history and maintains a Code of Ethics to ensure transparency and compliance with securities laws. They offer services to a wide range of clients, including individuals, trusts, retirement plans, institutions, and business accounts.