Voneen Bright
Voneen Bright is a CFP-designated registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with 29 years of industry experience. Voneen 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
One - 100th Avenue Ne, Suite 102, Bellevue, WA, 98004
Get directionsHistory
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 ActivitiesSells Insurance
Voneen owns 50% of Brighton Chalet, a real estate rental, dedicating minimal time to it. Voneen is also a licensed insurance producer affiliated with CHI Life Insurance, holding licenses in Life, Disability, Variable Life & Variable Annuity insurance.
Employment History
Current Registrations
Coldstream Wealth Management
Previous Registrations
Coldstream Securities, INC.Broker
Nbc Securities, INC.Broker
Nbc Securities, INC.
Jhs Capital Advisors, LLCBroker
Jhs Capital Advisors, LLC
Paulson Investment Company, INC.
Paulson Investment Company, INC.Broker
The Concord Equity Group, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Cibc World Markets CORP.Broker
Dain Bosworth IncorporatedBroker
Piper Jaffray 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.