Freedom Financial Partners LLC

Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five
(5) business days of signing the contract without incurring any advisory fees and without penalty. How we
are paid depends on the type of advisory service we are performing. Please review the fee and compensation
information below.

Investment Management Services
Our standard advisory fee is based on the market value of the assets under management and is a maximum
fee of 1.50%.
The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis. The advisory fee
is a flat fee. No increase in the annual fee shall be effective without agreement from the client by signing a
new agreement or amendment to their current advisory agreement.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a billing period will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 15 calendar days
in advance. Upon termination of the account, any unearned fee will be refunded to the client on a prorated
basis.

Investment Management Services – Fixed Fee
Investment management services may also be offered on a fixed fee basis. The fixed fee will be agreed upon
when the advisory agreement is signed. The fixed fee can range between $1,000.00 and $100,000.00,
depending on the client’s assets and complexities of investment strategy. The fee is negotiable. A client’s fee
will be divided into 4 quarters and billed in advance of each quarter, with the first payment due when the
advisory agreement is signed. Accounts initiated or terminated during a calendar quarter will be charged a
pro-rated fee based on the amount of time remaining in the billing period. Upon termination of the account,
any unearned fee will be refunded to the client.

Financial Planning – Project Based (Hourly Fee)
Project Based Financial Planning fee is an hourly rate of up to $400.00 per hour, depending on which planner
is selected and the complexity of the services requested. The fee may be negotiable in certain cases and is

due at the completion of the engagement. In the event of early termination by client, any fees for the hours
already worked will be due.

Retirement Plan Consulting Services
Our standard advisory fee is based on the market value of the retirement plan assets and is a maximum fee
of 1.50%.
The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis. The advisory fee
is a flat fee. No increase in the annual fee shall be effective without agreement from the client by signing a
new agreement or amendment to their current advisory agreement.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a billing period will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 15 calendar days
in advance. Upon termination of the account, any unearned fee will be refunded to the client on a prorated
basis.

Pontera Service
Our standard advisory fee is based on the market value of the assets under management and is a maximum
fee of 1.50%.
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The advisory fee is
a flat fee. No increase in the annual fee shall be effective without agreement from the client by signing a new
agreement or amendment to their current advisory agreement.
Advisory fees are directly debited from client accounts. Accounts initiated or terminated during a billing
period will be charged a pro-rated fee based on the amount of time remaining in the billing period. An account
may be terminated with written notice at least 15 calendar days in advance. Since fees are paid in arrears,
no rebate will be needed upon termination of the account.

Commission-Free Insurance Fees
Our standard advisory fee is based on the value of the insurance policy and is a maximum fee of 1.50%.
Freedom Financial does not receive commissions, trails, or revenue sharing from insurance carriers on
commission-free annuities.
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The advisory fee is
a flat fee. No increase in the annual fee shall be effective without agreement from the client by signing a new
agreement or amendment to their current advisory agreement.
Advisory fees are directly debited from client accounts. Accounts initiated or terminated during a billing
period will be charged a pro-rated fee based on the amount of time remaining in the billing period. An
account may be terminated with written notice at least 15 calendar days in advance. Since fees are paid in
arrears, no rebate will be needed upon termination of the account.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses that
may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other
third parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer
and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual
fund and exchange traded funds also charge internal management fees, which are disclosed in a fund’s
prospectus. Such charges, fees and commissions are exclusive of and in addition to our fee, and we shall not
receive any portion of these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for
...

Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals, high net-worth individuals,
and pension and profiting sharing plans. We do not have a minimum account size requirement.