AW
AW

Alissa Jess Wright

13 Years of Experience
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

One - 100th Avenue Ne, Suite 102, Bellevue, WA, 98004

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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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Employment History
Current Registrations
Coldstream Wealth Management
February 2023 - Present · 3 yrs
Previous Registrations
Fulcrum Capital, LLC
August 2021 - January 2023 · 1 yr 5 mos
Coldstream Wealth Management
November 2020 - October 2021 · 11 mos
Coldstream Wealth Management
February 2012 - December 2020 · 8 yrs 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Alissa Jess Wright - Financial Advisor | TrueAdvisor