Todd Hobson is a CFP-designated registered investment advisor at Coldstream Wealth Management, based in Portland, OR, with 17 years of industry experience. Todd 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
1155 SW Morrison St, Portland, OR, 97205
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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
Todd is a passive limited investor in FreshFin Utah, LLC and FreshFin Draper, LLC, restaurant businesses, since April 2021. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Coldstream Wealth Management
Previous Registrations
Cable Hill Partners, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.