Arthur Winston is a registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with 13 years of industry experience. Arthur 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
One - 100th Avenue Ne, Suite 102, Bellevue, WA, 98004
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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
Coldstream Wealth Management
Previous Registrations
Coldstream Securities, INC.Broker
Wayfinding Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Symetra Securities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
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.