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Gary Furukawa

27 Years of Experience
Seattle, WA
1 Disclosure

Gary Furukawa is a registered investment advisor at Freestone Capital Management, LLC, based in Seattle, WA, with 27 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 2,994 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
2,994 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual management fee is negotiable, varies by client type and account size, and will not exceed 1.50% of the value of the portfolio. Subject to minimum annual fees of $6,000 generally ($4,000 for Schwab referrals).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

701 5th Avenue, 74th Floor, Seattle, WA, 98104

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History

Regulatory History (1)
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Customer Dispute
August 1987
Settled
Other Business Activities

Gary is a managing member of several family-owned LLCs formed for investment purposes, dedicating minimal time to each. He also serves as a board member for CHP MBD, LLC, a portfolio company for Freestone Advantage Partners V.

Employment History
Current Registrations
Freestone Capital Management, LLC
April 2008 - Present · 18 yrs 6 mos
Previous Registrations
Freestone Capital Management INC
February 1999 - May 2008 · 9 yrs 3 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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