How We Grow Your Business — and Your Future!
When you join the Freestone team, you’ll be supported with the resources and freedom to achieve better results for yourself and your clients.
Equity (with real value)
70% of our established advisors have equity in the firm
Accelerate Your Growth
$119MM in new client AUM over the last 3 years averaged by individual advisor
Firm-established Referral Channels
45% of the average Advisor’s new business is acquired through firm referrals
Manage Clients Whole Wallet
Hybrid investment approach utilizing our in-house investment team and external managers to identify contrarian investment opportunities appealing to our clients, including alternatives
Control of Your Business
Discretion to manage your client relationships with access to Freestone’s professionals
Services tailored to HNW and UHNW individuals
Average HNW and UHNW client size: $9.4MM. Resources and service offerings are tailored to meet their needs
There’s Strength in Our Numbers
2 to 1
AVERAGE NUMBER OF SUPPORT EMPLOYEES
$119MM
NEW CLIENT AUM OVER THE LAST 3 YEARS AVERAGED BY INDIVIDUAL ADVISOR
13 YRS
AVERAGE ADVISOR TENURE
95%
CLIENT RETENTION
$500MM
AVERAGE AUM BY ADVISOR
20
EQUITY HOLDERS
The Differences Add Up
Freestone is not for every advisor. See how we fit within the industry and if we are a good fit for your future.
| Offerings | Wirehouses | Broker-dealer | Hybrid RIA Model | Freestone |
| Competitive and Simplified Compensation Model | X* | X | ||
| Real Equity | X | |||
| Independence from Bank or Corporate Parent | X | |||
| Entrepreneurial Culture | X* | X | ||
| Accessible & Local Investment Team | X | |||
| Accessible & Local Compliance Team | X | |||
| Solution Oriented and Local Back-Office and Operations | X* | X |
*Dependent on Specific Hybrid RIA Models
The Freestone Experience
Let's Talk
If you’re looking for greater freedom, resources, and support to strengthen your client relationships and your future, consider joining our team.
© 2023 Freestone Capital
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