Coldstream Wealth Management provides portfolio management, family advisory, risk management, and financial, retirement, and education planning. Coldstream manages client portfolios on a team basis, tailoring strategies to individual client goals and risk tolerance. Financial planning services may include investment planning, retirement planning, education savings, and estate planning. Coldstream may refer clients to other specialists as needed.
Assets Under Management$12B
Clients4,519
Advisors127
Avg. per Client$2.8M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
127 Advisors at this firm
Page 1 of 7