The Freedom Mutual Fund Account
The Freedom Mutual Fund Account is a diversified portfolio that incorporates every step of the investment process and is maintained by Raymond James’ professionals. We will guide you to an allocation constructed from a broad range of asset classes and select and monitor mutual funds for that allocation, working to make sure the funds are well-managed, forward-thinking and sound. Your Freedom Mutual Fund Account includes one of seven investment approaches ranging from conservative to aggressive growth. Based on your goals and personal tolerance for risk, your advisor will help you select the model that's right for you.
*All investments are subject to risk. There is no assurance that any investment strategy will be successful. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading activity.
Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically reevaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. These additional considerations, as well as the Freedom fee schedule, are listed more fully in the Client Agreement and the Raymond James & Associate’s Wrap Fee Program Brochure, which can be obtained through your financial advisor.