Brighton Jones offers personalized wealth management services primarily through two main programs: Personal Chief Financial Officer (PCFO) services for high-net-worth clients and Individual Financial Planning (IFP) services through its OpenPlan division. The PCFO offering includes integrated financial planning, discretionary investment management, continuous balance sheet monitoring, and family office services. OpenPlan's IFP service provides financial planning, third-party software access, and optional discretionary investment management. Brighton Jones takes a holistic approach to managing clients' wealth, incorporating tax planning, estate planning coordination, real estate consulting, and private investments. The firm acts in a fiduciary capacity, legally obligated to put clients' best interests first. Clients' investments are typically custodied at Fidelity Investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range between 0.35% and 1.25% depending on the program, account size, complexity, and negotiations. A separate OpenPlan program charges between 0.50% and 0.95%.
