Andrew Erisman
Andrew Erisman is a registered investment advisor at Freestone Capital Management, LLC, based in Seattle, WA, with 31 years of industry experience. Andrew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
701 5th Avenue, 74th Floor, Seattle, WA, 98104
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Employment History
Current Registrations
Freestone Capital Management, LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Fahnestock Asset Management
Cibc World Markets CORP.
State Registrations2 states
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
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