Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximilian? Claim Your ProfileMaximilian Arms is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry since 2021. Maximilian has been registered with Freestone Capital Management, LLC since January 2025 and is licensed in Washington. Maximilian has worked at several other companies prior to this including Brighton Jones, Medtronic, Marquette University, and IHeart Media. Maximilian has a diverse background, including experience in the finance, media, and education industries. Maximilian specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Maximilian has a wide range of experience in providing financial planning services, educational seminars, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
01/06/2025 - Present
Freestone Capital Management, LLC (SEATTLE WA)
Active
Inactive
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