Elite List selection · Seattle, WA
Freestone Capital Management
Freestone Capital Management stands out among Seattle wealth management companies for alternative and private-market investing, with its public firm information emphasizing investment management, alternative investments, financial planning.
Profile media
Freestone Capital Management
Photos and video can be added by the verified business owner.Editorial verdict
Why Freestone Capital Management
made the list.
Freestone Capital Management stands out for alternative and private-market investing. The evidence below reflects the specific standards Elite List applies to wealth management companies.
Fiduciary standards
Freestone Capital Management's official Wealth Management | Financial Planning and Asset Management materials document fiduciary or registered-adviser status, and regulatory and conflict disclosures. Elite List reviewed this public evidence for fiduciary standards; the underlying claims remain business-reported pending independent verification.
Advisor credentials
Freestone Capital Management's official Disclosures materials document published professional designations, and advisor experience or team depth. Elite List reviewed this public evidence for advisor credentials; the underlying claims remain business-reported pending independent verification.
Planning depth
Freestone Capital Management's official Wealth Management | Financial Planning and Asset Management materials document multi-disciplinary planning capabilities. Elite List reviewed this public evidence for planning depth; the underlying claims remain business-reported pending independent verification.
Investment discipline
Freestone Capital Management's official Wealth Management | Financial Planning materials document a documented portfolio-construction process, and risk assessment and ongoing monitoring. Elite List reviewed this public evidence for investment discipline; the underlying claims remain business-reported pending independent verification.
Fee transparency
Freestone Capital Management's official About Us | Wealth Advisory and Asset Management Firm materials document advisory-fee information. Elite List reviewed this public evidence for fee transparency; the underlying claims remain business-reported pending independent verification.
Advisory services
What Freestone Capital Management
can help with.
At a glance
Useful details,
without the digging.
Source transparency
Public sources
checked for this profile.
Firm descriptions and evidence are paraphrased from the linked sources. Past results do not guarantee future outcomes.