Assets Under Management
$550.8M
Number of Clients
179
Number of Advisors
6
Average Client AUM
$3.1M
AUM per Advisor
$91.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
KBBS provides customized financial planning and investment advice, integrating important determinants of financial success. They emphasize routine financial planning with in-depth reviews and written reports. They encourage client communication and involvement in investment strategies, seeking approval before changes to a client’s investment portfolio.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $9.0M | 0.50% |
| $9M+ | 0.20% |
705 Second Avenue, Suite 800, Seattle, WA, 98104