Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees can vary based on client type, asset class, pre-existing relationship, service levels, portfolio complexity, and account size or other special circumstances.
Fee Estimator
The minimum relationship size for private portfolio management is $2,000,000, but this may be waived at Coldstream's discretion. Financial planning reviews and basic financial consulting are included for clients with over $2 million in AUM or paying over $20,000 in annual fees. For others, financial planning fees are negotiable. They may also charge a retainer or hourly fees for client services. For clients engaging Coldstream solely for financial planning, the fee is negotiable based on the complexity and scope of the engagement. The fee for our typical engagement is a flat fee, based on depth and complexity of services, or can be charged as an hourly fee for planning and consulting services.
Areas of Practice
Advisor Information
Office location
1155 SW Morrison Street, Suite 400, Portland, OR, 97205
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →