William Serres is a CFP-designated registered investment advisor at Bbjs Financial Advisors, LLC, based in Seattle, WA, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Fee Estimator
Location
1501 Fourth Ave. Suite 2880, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a partner at Bancroft Buckley Johnston & Serres LLP, a certified public accounting firm, since 2000. He dedicates nearly full-time hours to the accounting firm, mostly during securities trading hours.
Employment History
Current Registrations
Bbjs Financial Advisors, LLC
State Registrations2 states
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