Briggs Financial Inc. offers investment advice based on individual client needs, developing investment plans and managing portfolios. They also provide financial planning, where advisors work with clients to design and implement plans, monitor progress, and make updates. For Washington State clients, financial planning is offered on an hourly basis. Additionally, Briggs Financial offers tax preparation services, preparing and electronically filing personal and business taxes for a fixed fee.
Assets Under Management$52M
Clients148
Advisors2
Avg. per Client$350K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K - $100K | 1.45% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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