Freestone Capital Management, LLC
Freestone Capital Management is a wealth management firm offering investment advice to individuals, families, and institutions. Freestone develops a wealth management and investment plan for each client based on their financial goals, risk tolerance, and time horizon. Freestone manages assets through internally managed model portfolios, third-party model portfolios, and alternative investments. Freestone also provides general financial advice and wealth planning services.
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.