Coldstream Wealth Management is a comprehensive wealth management firm offering portfolio management, family advisory, risk management, retirement and education planning, and wealth transfer planning. The firm builds diversified portfolios using domestic and international equities, fixed income, and alternative investments such as private equity and real estate. Coldstream operates as a registered investment advisor and follows strict fiduciary standards to act in the best interests of its clients. Services are tailored through dedicated wealth management teams that collaborate with internal and external experts to deliver holistic financial guidance.
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.