Advisor at Salmon Bay Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Salmon Bay Wealth Management, LLC
Location
Coeur D'alene, ID
Credentials
Series 63, Series 65
Industry experience
15 years
Steven Cole is a financial advisor with Salmon Bay Wealth Management, LLC in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2008. Salmon Bay Wealth Management is a single-advisor independent firm providing financial planning, consulting, and discretionary asset management for a small number of clients, including emerging high-net-worth individuals, young professionals, business owners, and retirees. The firm employs fundamental and macro analysis to manage diversified portfolios using various instruments and strategies, offering a boutique service model with quarterly account reviews.
Based on Salmon Bay Wealth Management, LLC
Flat fees for financial planning and consulting, amount based on scope and complexity
$0 - $100,000: 1.25% or $750 annually, higher of the two fees $100,000 - $250,000: 1.1% $250,000 - $2,000,000: 1.0% $2,000,000 - $5,000,000: 0.75% $5,000,000+: To Be Discussed
$200 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: $750 annually minimum fee for smaller accounts Fee-only: Financial planning and consulting fees charged hourly or flat fee; $200 per hour stated explicitly
Coeur D'alene, ID
Washington
Moss Adams Securities & Insurance Llc
2008 - Present (18 years)
Moss Adams Wealth Advisors LLC
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Coeur D'alene, ID
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Pilot Wealth Strategies
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Post Falls, ID
Concinnus Financial, Inc
Series 63, Series 65
Coeur D'alene, ID
Five Pine Wealth
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