Kory Leadon is a CFP-designated registered investment advisor at Brighton Jones LLC, based in Scottsdale, AZ, with 16 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,317 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
For PCFO clients, the annual fee generally ranges between 0.35% and 1.25% of total assets. For OpenPlan clients, the annual fee generally ranges between 0.50% - 0.95% of total assets. Fees are negotiable.
Fee Estimator
Location
4211 N. Marshall Way, Suite 100, Scottsdale, AZ, 85251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brighton Jones LLC
Previous Registrations
Brighton Jones LLC
State Registrations1 state
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