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Meredith Summer Culp

Freestone Capital Management, LLC

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About Meredith Summer Culp

Meredith Summer Culp is an investment advisor representative with Freestone Capital Management, LLC. Meredith is licensed to provide investment advice in California. She has a Series 65 license, which allows her to provide investment advice to individuals and institutions. Meredith has been in the financial services industry since 2013 and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. She provides financial planning, portfolio management, and educational seminars. She is also licensed to provide investment advice to pooled investment vehicles.

Firm Information

Meredith Culp is currently registered with Freestone Capital Management, LLC. Freestone Capital Management, LLC is a registered investment advisor located in Seattle, WA. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm manages approximately $9.5 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
Freestone Capital Management, LLC

701 5TH AVENUE

SEATTLE, WA 98104

$9.53B

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Meredith Culp’s Registration & Firm History

CA

07/07/2023 - Present

Freestone Capital Management, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 07/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meredith Summer Culp.
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