Assets Under Management
$10.5B
Number of Clients
3,769
Number of Advisors
114
Average Client AUM
$2.8M
AUM per Advisor
$91.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Coldstream Wealth Management is a comprehensive wealth management firm founded in 1996, offering portfolio management, family advisory, risk management, financial, retirement & education planning, and wealth transfer planning. They manage client portfolios on a team basis and provide financial planning services on a stand-alone basis or in conjunction with investment management services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
One - 100th Avenue Ne, Suite 102, Bellevue, WA, 98004