Assets Under Management
$291.2M
Number of Clients
85
Number of Advisors
2
Average Client AUM
$3.4M
AUM per Advisor
$145.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
BBJS Financial Advisors is a fee-only firm offering investment management and financial planning. They create customized model portfolios based on risk tolerance and goals, investing in diversified securities. Financial planning covers retirement, education, estate, and tax planning. Investment consultation provides portfolio reviews and recommendations.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are negotiable. Asset management fees may be waived on a case by case basis for smaller accounts.
1501 Fourth Avenue, Suite 2880, Seattle, WA, 98101