WS
CFP
WS
CFP

William Francis Serres

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
85 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$291.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees are negotiable. Asset management fees may be waived on a case by case basis for smaller accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1501 Fourth Ave. Suite 2880, Seattle, WA, 98101

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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

William is a partner at Bancroft Buckley Johnston & Serres LLP, a certified public accounting firm, since 2000. He dedicates nearly full-time hours to the accounting firm, mostly during securities trading hours.

Employment History
Current Registrations
Bbjs Financial Advisors, LLC
October 2000 - Present · 25 yrs 4 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.