Badgley Phelps provides personalized wealth and investment management services, including financial planning, to individuals and families. They also offer investment management to corporations, retirement plans, endowments, and foundations. Their approach involves establishing client goals and customizing strategies to meet their financial objectives through a disciplined investment process.
Assets Under Management$5.9B
Clients1,101
Advisors26
Avg. per Client$5.4M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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 minimum account sizes are negotiable. Discounts not generally available to our advisory clients are also offered to family members or associated persons of our firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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