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 Avenue, 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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Employment History
Current Registrations
Bbjs Financial Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Radnorwood Capital, LLC
February 2013 - September 2022 · 9 yrs 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Li Tang - Financial Advisor | TrueAdvisor