Assets Under Management
$2.1B
Number of Clients
431
Number of Advisors
N/A
Average Client AUM
$4.9M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Bristlecone Advisors specializes in providing investment advisory and family office services to high-net-worth individuals and families. They offer wealth management services, combining financial planning concepts with investment management. They also provide customized family office services, including personal accounting, tax planning, strategic philanthropy, risk management, estate planning, and real asset management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiated on all assets over $100 million.
10900 NE 4th Street, Suite 1920, Bellevue, WA, 98004