Colin Ellsworth Macleod

The Institute

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

The Institute

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

817 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$100K

Location

1201 3rd Avenue, Suite 5040, Seattle, WA, 98101

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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.

Other Business Activities

Colin works in an RIA business with Institute for Wealth Management and owns Cloud Racing LLC for photography jobs. His RIA work takes nearly full-time hours.