Bryan Shipley is a CFA-designated registered investment advisor at Coldstream Wealth Management, based in Portland, OR, with 2 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 4,519 clients with $12B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees can vary based on client type, asset class, pre-existing relationship, service levels, portfolio complexity, and account size or other special circumstances or requirements. Certain endowment and foundation clients are generally charged a flat annual retainer amount or a flat percentage rate.
Fee Estimator
Location
650 NE Holladay St, #1500, Portland, OR, 97232
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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
Bryan serves on several investment advisory committees for various funds and companies, including Morrison Street Capital Funds, KCB Real Estate, Water Asset Management, Urban Development Partners, and Brooke Private Equity Associates. He dedicates minimal time to each committee, advocating for clients' best interests.
Employment History
Current Registrations
Coldstream Wealth Management
Previous Registrations
Arnerich Massena, INC.
State Registrations1 state
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