Edward Riley is a registered investment advisor at Colmina, LLC, based in Seattle, WA, with 32 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 40 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Some clients may be on a flat or lower fee schedule or have the fee waived based on individual circumstances. In no case will a flat fee exceed 1.50% annually.
Fee Estimator
Location
2212 Queen Anne Avenue North, #931, Seattle, WA, 98109
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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
Edward is the owner/chair/CEO of Riley Sexton Vintners, a wine producer and retailer, dedicating a few hours per week. He also owns Stillwater Analytics, providing consulting services to financial professionals, spending minimal time on this activity.
Employment History
Current Registrations
Colmina, LLC
Previous Registrations
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
Ragen Mackenzie Investment Services, LLCBroker
First Union Securities Financial Network, INC.Broker
Ragen Mackenzie IncorporatedBroker
R.W. Smith & Associates, INC.Broker
James Baker & Associates, a Limited PartnershipBroker
State Registrations3 states
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.