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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Croft Pear is an Investment Advisor Representative associated with Coldstream Wealth Management. Alexandra Croft Pear is licensed in both Oregon and Washington. Alexandra Croft Pear has been working in the financial services industry since 2015 and has been with Coldstream Wealth Management since 2022. The firm focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Coldstream Wealth Management manages over $10 Billion in assets for clients across a variety of sectors, including individuals, corporations, charitable organizations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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02/26/2024 - Present
Coldstream Wealth Management (Portland OR)
IA
Issued 02/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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