LK
CFP
LK
CFP

Laura Kimball

7 Years of Experience
Seattle, WA

Laura Kimball is a CFP-designated registered investment advisor at Brighton Jones LLC, based in Seattle, WA, with 7 years of industry experience. Laura 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
149 advisors
Number of Clients
3,317 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$15.0B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

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

2030 1st Avenue, 3rd Floor, Seattle, WA, 98121

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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
Brighton Jones LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Facet Wealth, INC
April 2021 - March 2022 · 11 mos
Aspire Planning Associates, INC.
March 2019 - December 2021 · 2 yrs 9 mos
United Capital Financial Advisers
July 2018 - September 2018 · 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laura Kimball - Financial Advisor | TrueAdvisor