Assets Under Management
$5.9B
Number of Clients
1,101
Number of Advisors
26
Average Client AUM
$5.4M
AUM per Advisor
$227.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Badgley Phelps provides personalized wealth and investment management services, including financial planning, equity, fixed income, and alternative security selection. They work with clients to establish goals and customize strategies to meet their financial objectives. They also offer services for held-away accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee schedules and minimum account sizes are negotiable.
1420 Fifth Avenue, Suite 3200, Seattle, WA, 98101