Freedom Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Freedom Advisory reports 528 clients. They include 257 individual clients, 166 high-net-worth individuals, and 83 pension and profit-sharing plans. Of its assets, 100.0% ($881M across 938 accounts) are managed with discretion. It advised 18 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 9% |
| High-net-worth individuals | 31% | 80% |
| Pension and profit-sharing plans | 16% | 5% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 5% |
| Other client typesOther | 2% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 257 | $81M | 9.2% | $315K |
| High-net-worth individuals | 166 | $705M | 80.1% | $4.25M |
| Pension and profit-sharing plans | 83 | $47.9M | 5.4% | $577K |
| Charitable organizations | 5 | $4.38M | 0.5% | $877K |
| Corporations and other businesses | 9 | $42.2M | 4.8% | $4.69M |
| Other | 8 | $0 | 0.0% | $0 |
| Total | 528 | $881M | 100% | $1.67M |
- Clients
- 257
- Regulatory AUM
- $81M
- AUM share
- 9.2%
- Avg. per client
- $315K
- Clients
- 166
- Regulatory AUM
- $705M
- AUM share
- 80.1%
- Avg. per client
- $4.25M
- Clients
- 83
- Regulatory AUM
- $47.9M
- AUM share
- 5.4%
- Avg. per client
- $577K
- Clients
- 5
- Regulatory AUM
- $4.38M
- AUM share
- 0.5%
- Avg. per client
- $877K
- Clients
- 9
- Regulatory AUM
- $42.2M
- AUM share
- 4.8%
- Avg. per client
- $4.69M
- Clients
- 8
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 528
- Regulatory AUM
- $881M
- AUM share
- 100%
- Avg. per client
- $1.67M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 18
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Freedom Advisory charges 0.25%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $1,500 annual minimum and requires an account of at least $250,000. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$5M | 1.00% |
| $5M–$10M | 0.60% |
| $10M–$25M | 0.40% |
| $25M and above | 0.25% |
Fee details and sources
Other fees
- Consulting Services
- Consultations are billed at $250 an hour, negotiable based on financial situation and scope of services.
- Data Aggregation and Reporting
- No fee for ByAllAccounts aggregation for clients with over $1 million managed by the firm; other consulting clients pay a minimum yearly fee of $1,000.
- Financial Planning Services
- Written plans carry a fixed fee of $2,500 for net worth under $3,000,000, $4,000 up to $10,000,000, or $7,500 above that; negotiable.
Brion LLC owns 75% or more of Freedom Advisory and is in turn owned by Eduardo Ramos (75% or more). The leadership team of Freedom Advisory includes Chief Compliance Officer Adriana Guevara. It has 11 employees, 6 of them in advisory roles.
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Freedom Advisory, LLC
Brion LLC
Control person · since January 2024
- Owns 75% or more of Brion LLC
Eduardo Ramos
Control person · since November 2021
Freedom Advisory’s regulatory assets grew 2.6× from $339M (February 2021) to $881M (February 2026); clients rose from 303 to 528 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $881M | 528 | 11 | 2 |
| Jul 2025July 2025 | $698M | 455 | 11 | 2 |
| Feb 2024February 2024 | $554M | 420 | 8 | 2 |
| Feb 2023February 2023 | $472M | 388 | 8 | 2 |
| Feb 2022February 2022 | $463M | 358 | 8 | 2 |
| Feb 2021February 2021 | $339M | 303 | 8 | 2 |
Besides its headquarters, Freedom Advisory has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 500 East Broward BLVD, Fort Lauderdale
Puerto Rico · 1 listed address
- Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, GuaynaboHQ
Contact and registration details
- Legal name
- Freedom Advisory, LLC
- Headquarters
- Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067
- Website
- freedom-advisory.com
- Phone
- 787-792-3000
- @freedom-advisory-llc
- SEC file
- 801-110235
- Founded
- 2008
- Structure
- Florida LLC
- Fiscal year end
- December
Freedom Advisory’s named custodians for separately managed accounts are Charles Schwab ($755M, 88%) and Pershing ($103M, 12%). Freedom Advisory has custody of $471M for 229 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $755M88%
- PershingPershing LLC · Jersey City, NJ · $103M12%
At year end, Freedom Advisory’s separately managed accounts were mostly in funds (75%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds75%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash4%
How many clients does Freedom Advisory have?
Freedom Advisory has 528 clients and manages $881 million for them, as of February 2026. They include 257 individual clients, 166 high-net-worth individuals, and 83 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Freedom Advisory offer?
Freedom Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Freedom Advisory charge?
Freedom Advisory charges 0.25%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $1,500 annual minimum and requires an account of at least $250,000.
Source: FORM ADV PART 2A DISCLOSURE BROCHURE, filed 9 February 2026
Which custodians does Freedom Advisory use?
Freedom Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $755M and Pershing LLC (Jersey City, NJ), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Freedom Advisory have?
Freedom Advisory has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Freedom Advisory invest in?
At the end of its last fiscal year, Freedom Advisory’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 4% cash and equivalents, 2% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Freedom Advisory have a minimum investment?
Yes, Freedom Advisory’s minimum account size for its Investment Management Services is $250K. It charges a $1.5K annual minimum fee.
Source: FORM ADV PART 2A DISCLOSURE BROCHURE, filed 9 February 2026
Who owns Freedom Advisory?
Freedom Advisory is owned through a holding company by Eduardo Ramos. Its direct owner is Brion LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Freedom Advisory get paid?
Freedom Advisory is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Freedom Advisory?
Freedom Advisory’s main office is at Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067. Its phone number is 787-792-3000. Its website is freedom-advisory.com.