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 is a comprehensive wealth management firm founded in 1996. They offer 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% |
Non-standard fee schedules are subject to the approval of the Chief Operating Officer or their designee. Fees can vary based on client type, asset class, pre-existing relationship, service levels, portfolio complexity, and account size or other special circumstances or requirements.
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 assets under management or paying over $20,000 in annual fees. For clients with less than $2 million in AUM or paying less than $20,000 annually, financial planning fees are individually negotiated. For clients engaging Coldstream solely for financial planning, the fee is negotiable based on complexity and scope. Coldstream may charge a retainer and/or hourly fees for Client Services.
Areas of Practice
Location
One - 100th Avenue Ne, Suite 102, Bellevue, WA, 98004