AL
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Alexandra Michelle Lambert

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
3,769 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.85%
$15.0M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 Westlake Ave N #900, Seattle, WA, 98109

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexandra is a notary public, spending minimal time on this activity. Her primary business activity is working as a registered investment advisor.

Employment History
Current Registrations
Coldstream Securities, INC.Broker
December 2015 - Present · 10 yrs 2 mos
Coldstream Wealth Management
December 2015 - Present · 10 yrs 2 mos
Coldstream Securities, INC.
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
July 2014 - December 2015 · 1 yr 5 mos
Raymond James Financial Services Advisors, INC
January 2012 - July 2014 · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 2012 - July 2014 · 2 yrs 6 mos
Cuso Financial Services, L.P.
June 2006 - January 2012 · 5 yrs 7 mos
Cuso Financial Services, L.P.Broker
June 2006 - January 2012 · 5 yrs 7 mos
Hornor, Townsend & Kent, INC.
June 2004 - February 2006 · 1 yr 8 mos
Hornor, Townsend & Kent, INC.Broker
June 2004 - February 2006 · 1 yr 8 mos
State Registrations3 states
CAORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.