AS
CFP
AS
CFP

Anna Katherine Shaw

8 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
July 2021 - June 2025 · 3 yrs 11 mos
Fisher Investments
April 2017 - May 2021 · 4 yrs 1 mo
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.
Anna Katherine Shaw - Financial Advisor | TrueAdvisor