Alexa Steffens
Alexa Steffens is a registered investment advisor at Freestone Capital Management, LLC, based in Seattle, WA, with 2 years of industry experience. Alexa 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
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 →Other Business ActivitiesSells Insurance
Alexa coaches lacrosse, provides tech support, works as an independent insurance agent and in wealth and tax planning, and is a real estate associate. She also works as an advisory rep of an RIA, dedicating full-time hours to this role.
Employment History
Current Registrations
Freestone Capital Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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
More Advisors
- Mckenzie Granston, CFPFreestone Capital Management, LLC
- Theodore Canfield, CFPFreestone Capital Management, LLC
- Christine Opp, CFA, CFPFreestone Capital Management, LLC
- Michael Raine, CFPFreestone Capital Management, LLC
- Jennifer Doherty, CFPFreestone Capital Management, LLC
- Bryce Leone, CFPFreestone Capital Management, LLC