Freedom Investors Corp. is an adviser based in Brookfield. It manages $11.9 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Idaho, Washington, and Wisconsin.
Freedom Investors Corp provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Freedom Investors Corp. is $11.9 million. The firm's AUM has grown by 2580% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Freedom Investors Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Russell Fay has been acting as President since 1 Dec 1988. Edward Neil Hahn joined the executive team most recently as the Vp Of Operations.
The principal office where Freedom Investors Corp. performs its advisory services is located at 333 Bishops Way, Ste 122, Brookfield, WI 53005, which is also the mailing address of the firm. An additional office of the firm is in Menomonee Falls, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 262-436-8700 or by fax 262-436-8701. The normal business hours are 8:15 am to 4:30 pm on Monday - Friday.