CB
CB

Christopher Patrick Blakeslee

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
3,769 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.85%
$15.0M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

One - 100th Avenue Ne, Suite 102, Bellevue, WA, 98004

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is the manager for Ascent Capital Partners, a wholly-owned subsidiary of Coldstream Capital Management, Inc. He is an employee of Coldstream but will remain in his role at Ascent.

Employment History
Current Registrations
Coldstream Wealth Management
October 2012 - Present · 13 yrs 4 mos
State Registrations5 states
AZCAORTXWA
Advisor
Exams
No exam information available for this advisor.
Christopher Patrick Blakeslee - Financial Advisor | TrueAdvisor