AR
AR

Anthony Christopher Rue

12 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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Employment History
Current Registrations
Coldstream Wealth Management
June 2025 - Present · 8 mos
Previous Registrations
Cable Hill Partners, LLC
May 2022 - June 2025 · 3 yrs 1 mo
LPL Financial LLCBroker
February 2021 - April 2022 · 1 yr 2 mos
LPL Financial LLC
February 2021 - April 2022 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - January 2021 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - January 2021 · 1 yr 3 mos
Tru Independence Asset Management, LLC
February 2018 - September 2019 · 1 yr 7 mos
U.S. Bancorp Investments, INC.
May 2017 - February 2018 · 9 mos
U.S. Bancorp Investments, INC.Broker
May 2017 - February 2018 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2014 - May 2017 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2014 - May 2017 · 3 yrs 3 mos
Morgan Stanley
June 2013 - January 2014 · 7 mos
Morgan StanleyBroker
June 2013 - January 2014 · 7 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Anthony Christopher Rue - Financial Advisor | TrueAdvisor