Brighton Jones provides comprehensive wealth management services, including financial planning, investment management, and continuous monitoring. They offer services to high-net-worth individuals through their Personal Chief Financial Officer (PCFO) offering, family wealth and legacy planning through Lenora Family Office, and individual financial planning through OpenPlan. Brighton Jones also provides retirement plan advisory services to businesses. They may recommend investments in affiliated private funds.
Assets Under Management$15B
Clients3,317
Advisors151
Avg. per Client$4.5M
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
For PCFO clients, the annual fee generally ranges between 0.35% and 1.25% of total assets. For OpenPlan clients, the annual fee generally ranges between 0.50% - 0.95% of total assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
151 Advisors at this firm
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