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Freestone Capital Management
Work Here?
Independent, fee-only wealth management for HNW
Freestone Capital Management
Work Here?
Independent, fee-only wealth management for HNW
About Freestone Capital Management
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Seattle, Washington
Founded
1999
Overview
Freestone provides independent, fee-only wealth advisory services for select high-net-worth individuals and families, offering a full suite of services to protect, grow, and transfer wealth. It works as a fiduciary, charging fees rather than commissions, and delivers personalized wealth management through investment oversight, tax and estate planning coordination, retirement planning, and risk management with ongoing monitoring. The firm is independently owned and fee-only, which aligns its interests with clients and avoids product-sales conflicts, serving a selective client base with a coordinated set of services. Its goal is to protect, grow, and transfer clients’ wealth across generations while giving them the freedom to focus on what matters most in life.
Simplify's Take
What believers are saying
- AUM grew from $250 million to $12 billion since 1999, proving scalability.
- Erik Morgan ranked #6 nationally in Barron's Top 100 Independent Advisors.
- Bay Area team expanded to 30 advisors with hires like Beth Wraga and Seton McAndrews.
What critics are saying
- Rapid hiring from 26 to 30 advisors dilutes client-centric culture and raises turnover.
- Fee-only 0.5–1% model loses tech HNWI clients to robo-advisors like Wealthfront.
- Gary Furukawa's sole CIO role paralyzes decisions upon his departure.
What makes Freestone Capital Management unique
- Freestone offers integrated planning covering estate, tax, insurance, and charitable giving.
- Dedicated Real Estate Team navigates markets across Seattle, California, and Alaska offices.
- Advisors average over 20 years experience with advanced degrees and certifications.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Holidays
Parental Leave
Company Social Events
Company News
Firm and Portfolio Manager Sean Carr Honored for Innovation and Next-Gen Rising StarSEATTLE, Dec. 16, 2024 /PRNewswire/ -- Freestone Capital Management ("Freestone"), a Seattle-based Registered Investment Advisor managing $11 billion in Assets Under Management (AUM), has been named a winner in the ThinkAdvisor 2024 Luminaries Awards for Innovation. Additionally, Sean Carr, a Portfolio Manager, was honored as a Next-Gen Rising Star, underscoring the firm's commitment to fostering talent and driving industry innovation.Now in its fourth year, the ThinkAdvisor Luminaries Awards celebrate organizations and individuals in financial services for their contributions in innovation, leadership, and client impact. Winners are selected by a panel of distinguished judges and were celebrated at last week's awards ceremony."Being recognized for innovation is a testament to Freestone's dedication to delivering forward-thinking solutions and operational excellence," said Gary Furukawa, Freestone's Founder and Chief Investment Officer. "By leveraging technology, I believe we've not only streamlined complex processes but also enhanced our client advisors' ability to serve our clients. In the days of passive indexing and cookie-cutter investment strategies, I believe Sean Carr's achievements prove there is still room for creativity and opportunistic investing to help clients achieve their financial goals."Freestone's award-winning innovations include the adoption of technologies that have transformed its operational efficiency in managing its suite of private funds, representing over $2 billion in client assets
Freestone Capital Management hires seasoned Advisor Beth Wraga, strengthening San Francisco team.
SAN FRANCISCO--(BUSINESS WIRE)--Freestone Capital Management today announced that Beth Wraga has joined the firm’s San Franciso office. She will report to Jim Hughes, Head of Client Advisory, and joins Freestone’s team of 28 advisors. Beth Wraga brings 30 years of financial services experience, most recently with a boutique Registered Investment Advisor. Her three decades in financial services spans private wealth management, investor relations, institutional equity sales, and equity research. Throughout her impressive career, she served as the Director of Investor Relations and Marketing at two San Francisco-based technology-focused hedge fund managers. Prior to that, she spent over 13 years at Goldman Sachs, as a Vice President in Institutional Equity Sales and an Associate in Global Investment Research covering the technology sector
SAN FRANCISCO, Nov. 27, 2023 /PRNewswire/ - Freestone Capital Management ("Freestone") today announced that Lizzie Hollis has joined the firm's San Francisco office.
JLL Capital Markets arranges $47 million for Freestone on Main in Bozeman, montana.
Freestone Capital Management is Hiring for 13 Jobs on Simplify!
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About Freestone Capital Management
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Seattle, Washington
Founded
1999
Freestone Capital Management is Hiring for 13 Jobs on Simplify!
Find jobs on Simplify and start your career today