Kimberly Rosenberg
Kimberly Rosenberg is a CFP-designated registered investment advisor at Coldstream Wealth Management, based in Portland, OR, with 17 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 4,519 clients with $12B 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 $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 or requirements. Certain endowment and foundation clients are generally charged a flat annual retainer amount or a flat percentage rate.
Fee Estimator
Location
150 SW Harrison St., Suite 300, Portland, OR, 97201
Get directionsHistory
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 ActivitiesSells Insurance
Kimberly is a registered investment advisor and a licensed insurance producer with Life and Health licenses. She also owns a wholesale diamond business, manages a family-owned apartment building, and is president/owner of Kim Rosenberg Inc for tax/accounting purposes, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Coldstream Wealth Management
Previous Registrations
Rosenbaum Financial
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations1 state
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