Badgley Phelps Wealth Managers offers personalized wealth management and investment advisory services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm focuses on helping clients establish financial goals and customize strategies through disciplined investment management, covering equities, fixed income, and alternative assets, alongside financial planning. Badgley Phelps builds tailored asset allocations based on each client's specific financial situation, risk tolerance, tax circumstances, and income needs. For equity portfolios, the firm utilizes fundamental research for large-capitalization stocks and model portfolios of mutual funds or exchange-traded funds for small- and mid-cap exposure and international markets. Fixed-income management emphasizes high-quality, short- and intermediate-term bonds tailored to the client's tax status. Alternative investment strategies are also utilized to further diversify portfolios and reduce volatility. In addition to portfolio management, Badgley Phelps provides standalone financial planning services. The firm operates as an indirect, wholly-owned subsidiary of Focus Financial Partners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee schedules and account sizes are negotiable. Fees are computed on the market value of portfolio assets less non-supervised assets.