Jonathan Wittlin
Jonathan Wittlin is a CFP-designated registered investment advisor at Freestone Capital Management, LLC, based in San Francisco, CA, with 19 years of industry experience. Jonathan 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
560 Mission Street, Suite 2800, San Francisco, CA, 94105
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Freestone Capital Management, LLC
Previous Registrations
Parallel Advisors, LLC
MML Investors Services, LLCBroker
Lenox Advisors, INC.
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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