Christopher Somers
Christopher Somers is a registered investment advisor at Freestone Capital Management, LLC, based in San Francisco, CA, with 6 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.
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
Iconiq Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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