Financial Advisors at Freestone Capital Management, Llc

Freestone Capital Management, Llc

Freestone Capital Management, Llc offers selection of other advisers, portfolio management for pooled investment vehicles, portfolio management for individuals and/or small businesses, financial planning services and also performs business activities as insurance broker or agent, commodity pool operator or commodity trading advisor.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Commissions

Performance-based fees

A percentage of assets under management

Commissions

Performance-based fees

Operations

Insurance broker or agent

Commodity pool operator or commodity trading advisor

3

Branches

74

Employees

34

Investment Advisors

74

Employees

34

Investment Advisors

Reviews

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Client Types

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95.2%

1,968

Account Overview

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