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Alexandra Lambert

Coldstream Wealth Management
21 Years of Experience
Seattle, WA
Broker
View SEC Summary
View SEC Summary

Alexandra Lambert is a registered investment advisor at Coldstream Wealth Management, based in Seattle, WA, with 21 years of industry experience. Alexandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 4,386 clients with $14B in assets under management.

Coldstream Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
138 advisors
Number of Clients
4,386 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$13.9B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and range up to 1.00% based on asset size and portfolio complexity. Minimum management fee is $10,000 for private wealth management and $150,000 for family office management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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.
December 2015 - Present · 10 yrs 10 mos
Coldstream Securities, INC.Broker
December 2015 - Present · 10 yrs 10 mos
Coldstream Wealth Management
December 2015 - Present · 10 yrs 10 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

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.

Exams
No exam information available for this advisor.
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