Freestone Capital Management, LLC is a wealth management firm founded in 1999, headquartered in Seattle, Washington, with additional offices in California and Alaska. Freestone Capital Management offers ongoing wealth management, portfolio construction, and investment advisory services on both discretionary and non-discretionary bases. The firm builds customized portfolios using internally managed equity and fixed income models, third-party sub-advisers, and alternative investments, including privately offered pooled investment funds managed by affiliates. In addition to investment management, Freestone Capital Management provides integrated financial planning, encompassing estate planning, tax strategy, philanthropy, retirement solutions, risk analysis, insurance, healthcare planning, college planning, and corporate benefit analysis. The firm primarily serves high-net-worth families, individuals, and institutions.
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).