EH
CFP
EH
CFP

Eric Ho

5 Years of Experience
Seattle, WA
1 Disclosure

Eric Ho is a CFP-designated registered investment advisor at Brighton Jones LLC, based in Seattle, WA, with 5 years of industry experience. Eric 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 (1)
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Criminal
June 2016
Final Disposition
Employment History
Current Registrations
Brighton Jones LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Axos Clearing LLCBroker
January 2021 - April 2022 · 1 yr 3 mos
TD Ameritrade, INC.Broker
June 2020 - September 2020 · 3 mos
State Registrations1 state
WA
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.