Brighton Jones LLC
Assets Under Management
$15.0B
Number of Clients
3,317
Number of Advisors
140
Average Client AUM
$4.5M
AUM per Advisor
$107.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brighton Jones provides comprehensive wealth management services, including financial planning, discretionary investment management, and continuous monitoring. Services are offered through Personal CFO (PCFO), Lenora Family Office, and OpenPlan Individual Financial Planning (IFP). Retirement plan advisory services are also available through OpenPlan.
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location
2030 1st Avenue, 3rd Floor, Seattle, WA, 98121
140 Advisors at this firm
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