Victoria Serles
Victoria Serles is a registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with 22 years of industry experience. Victoria 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
Victoria is a partner at Hersman Serles Almond, LLC, a CPA firm, and spends about a quarter of her time on tax and accounting. She is also the President and an insurance agent at Seidman Insurance Consultants, LLC, dedicating about half her time to managing insurance and financial planning, including selling New York Life products and brokering non-registered insurance products.
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
State Registrations2 states
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