Steven Cole
Steven Cole is a registered investment advisor at Salmon Bay Wealth Management, LLC, based in Coeur D'Alene, ID, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9 clients with $4.8M 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 $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Minimum annual fee of $750. Fees for accounts over $5,000,000 are to be discussed.
Fee Estimator
Location
Coeur D'Alene, ID
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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 →Employment History
Current Registrations
Salmon Bay Wealth Management, LLC
Previous Registrations
Etesian Wealth Advisors, INC.
Moss Adams Wealth Advisors LLC
State Registrations1 state
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