AW
AW

Arthur Jacob Winston

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 →
Employment History
Current Registrations
Coldstream Wealth Management
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Coldstream Securities, INC.Broker
November 2022 - November 2024 · 2 yrs
Wayfinding Financial, LLC
May 2021 - October 2022 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - April 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - April 2021 · 3 yrs 1 mo
Voya Financial Advisors, INC.
January 2016 - March 2018 · 2 yrs 2 mos
Voya Financial Advisors, INC.Broker
December 2015 - March 2018 · 2 yrs 3 mos
Symetra Securities, INC.Broker
July 2015 - December 2015 · 5 mos
Princor Financial Services Corporation
June 2014 - July 2015 · 1 yr 1 mo
Princor Financial Services CorporationBroker
June 2014 - July 2015 · 1 yr 1 mo
Mutual of Omaha Investor Services, INC.Broker
October 2012 - June 2014 · 1 yr 8 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.