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Brittany Serles Gabelein

13 Years of Experience
Sells Insurance
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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Other Business ActivitiesSells Insurance

Brittany is a limited partner in Fluke Capital Management, a family holding company, and spends minimal time on this. She also operates under the DBA name of Seidman Insurance Consultants, selling New York Life products and brokering non-registered insurance products, dedicating a few hours per week to this. Brittany also works as a CPA-employee for Hersman Serles Almond, LLC, and is the CEO of Seidman Private Advisors LLC, a dormant financial planning business.

Employment History
Current Registrations
Coldstream Wealth Management
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Coldstream Securities, INC.Broker
October 2023 - November 2024 · 1 yr 1 mo
Seidman Private Advisors LLC
May 2012 - March 2021 · 8 yrs 10 mos
Eagle Strategies LLC
April 2012 - October 2023 · 11 yrs 6 mos
Nylife Securities LLCBroker
March 2012 - October 2023 · 11 yrs 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Brittany Serles Gabelein - Financial Advisor | TrueAdvisor