Kristi Mandt
Kristi Mandt is a CFP-designated registered investment advisor at Lakeside Advisors INC, based in Seattle, WA, with 42 years of industry experience. Kristi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 224 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable and may vary based on complexity, size of account, and other factors. Minimum annual fee of $600.
Fee Estimator
Location
1115 East Denny Way, Seattle, WA, 98122-2427
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1993Other Business ActivitiesSells Insurance
Kristi provides investment advice to clients through Lakeside Advisors and Millikin Mandt Assoc, dedicating full-time hours to the latter. She also sells SPDA, term, and other insurance products, but spends minimal time on this activity, and serves as secretary for Lenore Hanauer Foundation, also spending minimal time.
Employment History
Current Registrations
Lakeside Advisors INC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Round Hill Securities, INC.Broker
Smith Barney INC.Broker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.