Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
All fees are negotiable. Asset management fees may be waived on a case by case basis for smaller accounts.
Fee Estimator
BBJS Financial Advisors, LLC is a fee-only firm. Investment management fees are 1% of assets under management, charged quarterly. These fees are negotiable and may be waived for smaller accounts. Investment consultation and financial planning are billed hourly, ranging from $110 to $390 depending on the service provider. Financial planning fees may be waived for investment management clients with over $500,000 in investable assets.
Areas of Practice
Advisor Information
Office location
1501 Fourth Ave. Suite 2880, Seattle, WA, 98101
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.