Coldstream Wealth Management
Assets Under Management
$10.5B
Number of Clients
3,769
Number of Advisors
114
Average Client AUM
$2.8M
AUM per Advisor
$91.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, and financial, retirement, education, and wealth transfer planning. They use diversified portfolios and individualized strategies to manage investments, adhering to strict fiduciary standards.
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
Location
One - 100th Avenue Ne, Suite 102, Bellevue, WA, 98004