The Support to Grow Your Business and the Freedom to Do It Your Way

A firm is only as strong as its advisors, so we offer equity to established advisors to increase your revenue potential and give you more say in our future:

• • Join the 70% of our established advisors who are current shareholders
• • Greater influence on our business objectives and operations
• • Opportunity to weigh-in on client-led initiatives

We believe in a transparent and straightforward compensation structure that recognizes your value and frees you to operate in your clients’ best interest:

• • Top of market compensation competitive with industry standards
• • Evergreen revenue share with no earnings cap
• • Zero out of pocket expenses
• • Annual client development budget
• • Generous profit sharing and bonuses on performance-related goals

As a firm built by advisors, we know what it takes to develop long-term client relationships. We provide the tools to do that and the control to do it your way:

• • Established firm referral sources that will help expand your business
• • Full access to our firm’s resources including estate planning, financial planning, and investment teams
• • Resources such as weekly meetings and investment office hours to promote collaboration and support
• • Freedom to focus on your particular interests and strengths

From contrarian investment opportunities to the latest research and reporting technology, we give you what you need to create a better client experience:

• • Alternative investment strategies including $1.5B in assets invested in Freestone’s own private funds
• • Hybrid investment approach to complement our private funds and identify investment opportunities outside of our expertise
• • Planning first firm leaning on technology to provide clients up-to-date information available at any time
• • Customizable experience for your clients by maximizing our reporting software that facilitates one-off client reports