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)
80% of our established advisors have equity in the firm
Accelerate Your Growth
$94MM in new client AUM over the last 3 years averaged by individual advisor
Firm-established Referral Channels
44% 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
3 to 1
SUPPORT EMPLOYEES PER ADVISOR, INCLUDING BACK-OFFICE ROLES
$94MM
NEW CLIENT AUM OVER THE LAST 3 YEARS AVERAGED BY INDIVIDUAL ADVISOR
9 YRS
AVERAGE CLIENT TENURE
99%
CLIENT RETENTION
$426MM
AVERAGE AUM BY ADVISOR
80%
ESTABLISHED ADVISORS HAVE EQUITY
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.
© 2024 Freestone Capital
Important disclosure: Statistics are as of 12/31/2024 and are subject to change. There is no guarantee that any advisor will experience the same or similar results. Established advisors are defined using internal parameters taking into account years of experience and billable assets. Some of the statistics provided may exclude emerging advisors at the firm. Statistics for less experienced advisors will differ.This page contains general information, opinions and commentary that is only a summary of certain employment benefits that we believe might be of interest generally. Information shown on this page is not intended to be relied on for any employment decisions. While we believe the information is reliable, we do not make any representation or warranty concerning the accuracy of any data on this page and we disclaim any liability arising out of your use of, or reliance on, such information. The information and opinions shown are subject to change without notice, and we do not undertake any responsibility to update any information herein or advise you of any change in such information in the future.