Freestone Capital Management, LLC
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Overview
Freestone Capital Management, LLC is located at 701 5th Avenue, Seattle, WA. The firm employs 43 financial advisors to manage client portfolios and provide financial guidance. Freestone Capital Management, LLC is not a registered broker-dealer.
Freestone Capital Management, LLC oversees $9.5 billion in assets under management across 5,656 accounts, of which 3,598 are discretionary and 2,058 are non-discretionary. Over the past year, the firm has provided financial planning services to 2,500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Freestone Capital Management, LLC includes asset-based, fixed, commission-based, and performance-based fees. The firm has 1,329 high net worth clients and maintains affiliations with a commodity pool advisor.
Freestone Capital Management, LLC is registered in the states of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Freestone Capital Management, LLC by the Numbers
$9.5 billion
107
5,656
$1.7 million
Products and Services
Freestone Capital Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. In the last financial year, Freestone Capital Management, LLC provided financial planning services to 2500 of its clients. The Company does sell products or offer services different than investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on the type of financial services provided. Fees charged by Freestone Capital Management, LLC most likely consist of any combination of the following fee structures: asset-based, fixed, commission-based, or performance-based.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 1% of firms
Commissions
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a number of different investors. The company provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. Out of its 6 clients, Freestone Capital Management, LLC's biggest client group by number of accounts is high net worth investors, but it also caters to 1329 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 50.94%
- Other Individuals - 45.61%
- Corporations - 3.07%
- Charitable Organizations - 0.38%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Freestone Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Freestone Capital Management, LLC
Seattle, WA
Seattle, WA
San Francisco, CA
Seattle, WA
San Francisco, CA
Seattle, WA
Seattle, WA
San Francisco, CA
San Francisco, CA
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