Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
85 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$291.2M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$110 - $390/hr

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information

Office location

1501 Fourth Avenue, Suite 2880, Seattle, WA, 98101

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bbjs Financial Advisors, LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Radnorwood Capital, LLC
February 2013 - September 2022 · 9 yrs 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.