Gretchen Cole is a registered investment advisor at Pearl Wealth LLC, based in Portland, OR, with 23 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 145 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million. Flat rate fee is also negotiable with annual CPI increase.
Fee Estimator
Location
915 NW 19th Ave Suite F, Portland, OR, 97209
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Regulatory 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 →Other Business Activities
Gretchen is a board member for a youth soccer club, a member of the finance committee for a church and a community warehouse, and co-owns two rental properties. These activities take minimal time.
Employment History
Current Registrations
Pearl Wealth LLC
Previous Registrations
Pine Haven Investment Counsel, INC.
Harris Mycfo, LLC
Ctc Consulting, LLC
Stifel, Nicolaus & Company, Incorporated
Coldstream Capital Management INC
State Registrations1 state
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