Alyssa Morris
Alyssa Morris is a registered investment advisor at Freestone Capital Management, LLC, based in San Francisco, CA, with 12 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,874 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freestone Capital charges an annual management fee based on the value of the assets they manage. The fee is negotiable but will not exceed 1.50% of the value of your portfolio. New clients referred by Charles Schwab may receive a lower fee. There is a minimum annual fee of $6,000 for new clients not referred by Schwab, and $4,000 for Schwab-referred clients, though this is waived for the first year. Clients may also bear additional costs for investments in sub-advised strategies.
Location
560 Mission Street, Suite 2800, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Freestone Capital Management, LLC
Previous Registrations
Parallel Advisors, LLC
Waypoint Wealth Partners
Parallel Advisors, LLC
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.