Coleman Webb is a CFP-designated registered investment advisor at Altruist Advisors LLC, based in Lake Oswego, OR, with 14 years of industry experience. Coleman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 244 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.0% to 2.5% per year and are negotiable based on factors such as account complexity and total investable assets.
Fee Estimator
Location
4800 Meadows Rd. Suite 300, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2014Other Business Activities
Coleman has 100% ownership of Limit Break 20 Entertainment LLC, a social media and tabletop gaming review company. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Altruist Advisors LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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.
Exams
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