Shane Payette
Shane Payette is a registered investment advisor at Coldstream Wealth Management, based in Kirkland, WA, with 24 years of industry experience. Shane 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
520 Kirkland Way, Suite 300, Kirkland, WA, 98033
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
Shane is an agent at Seidman Insurance Consultants, LLC, selling insurance products, dedicating a few hours per week. He is also the CEO of Seidman Private Advisors LLC (dormant business) and a partner at Hersman Serles Almond LLC, an accounting firm, spending minimal time on each.
Employment History
Current Registrations
Coldstream Wealth Management
Previous Registrations
Coldstream Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Seidman Private Advisors LLC
Seidman Private Securities LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Kpmg Investment Advisors
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.