Freestate charges a single fee (based on assets under management) and delivers a comprehensive set of wealth management services. Each client receives the following:
Long term financial plan—a detailed financial plan and simulation that identifies strategies to reach a client’s goals
Investment portfolio design—we engineer an investment portfolio to meet client financial plan goals while minimizing risk
Investment and financial management—we adjust a client's portfolio and financial plan to adapt to changing market and personal conditions while keeping results on track to reach client goals
Freestate Wealth Manager—a secure, personal website that updates all client accounts and wealth daily and provides a secure platform for exchange and storage of key personal documents
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