BBJS Financial Advisors is an independent registered investment advisor located in Seattle, Washington, managing personalized investment portfolios and providing comprehensive financial planning. Founded in 2001 and owned by William F. Serres II, the firm builds broadly diversified portfolios using individual stocks, mutual funds, exchange-traded funds, and alternative investments tailored to each client's risk tolerance. BBJS Financial Advisors creates customizable model portfolios based on a proprietary three-factor model that evaluates fundamental valuations, technical indicators, and macroeconomic data. In addition to ongoing portfolio management, the firm offers financial planning services covering retirement income analysis, college education funding, estate planning review, and insurance reviews. The firm also maintains an affiliation with a certified public accountant firm, Bancroft Buckley Johnston and Serres LLP.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Asset management fees may be waived on a case-by-case basis for smaller accounts.