BH
BH

Brian Michael Hefele

30 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
3,769 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.85%
$15.0M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1155 SW Morrison Street, Suite 400, Portland, OR, 97205

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is a partner at Cable Hill Partners, a registered investment advisor, since 2014. He dedicates a full-time commitment to the business, focusing on investment advisory, operational oversight, and co-ownership.

Employment History
Current Registrations
Coldstream Wealth Management
June 2025 - Present · 8 mos
Previous Registrations
Cable Hill Partners, LLC
July 2014 - June 2025 · 10 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2014 - December 2017 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - March 2014 · 18 yrs 10 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.