Bryan Shipley is a CFA-designated registered investment advisor at Coldstream Wealth Management, based in Portland, OR, with 3 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 4,386 clients with $14B 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 | 1.00% |
Fees are negotiable and range up to 1.00% based on asset size and portfolio complexity. Minimum management fee is $10,000 for private wealth management and $150,000 for family office management.
Fee Estimator
Location
650 NE Holladay St, #1500, Portland, OR, 97232
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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
Bryan serves on several investment advisory committees for various funds and companies, including Morrison Street Capital Funds, KCB Real Estate, Water Asset Management, Urban Development Partners, and Brooke Private Equity Associates. He dedicates minimal time to each committee, advocating for clients' best interests.
Employment History
Current Registrations
Coldstream Wealth Management
Previous Registrations
Arnerich Massena, INC.
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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