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Christopher Odem

Freestone Capital Management, LLC
29 Years of Experience
Seattle, WA
Sells Insurance
View SEC Summary
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Christopher Odem is a registered investment advisor at Freestone Capital Management, LLC, based in Seattle, WA, with 29 years of industry experience. Christopher 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.

Freestone Capital Management, LLC
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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is the trustee for the GR Family Trust since 2009, dedicating minimal time to this role. His duties include maintaining insurance policies to meet trust obligations.

Employment History
Current Registrations
Freestone Capital Management, LLC
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Oppenheimer & CO. INC.
November 2007 - June 2015 · 7 yrs 7 mos
Oppenheimer Asset Management
April 2003 - November 2007 · 4 yrs 7 mos
Fahnestock Asset Management
January 2003 - April 2003 · 3 mos
Cibc World Markets CORP.
January 1997 - January 2003 · 6 yrs
State Registrations2 states
NVTX
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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