Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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. Discounts not generally available to our advisory clients are also offered to family members or associated persons of our firm.
Fee Estimator
Badgley Phelps charges an annual fee based on the market value of your portfolio. The fee is 0.90% on the first $5,000,000, 0.70% on the next $5,000,000, and 0.50% on amounts over $10,000,000. They require a minimum investment portfolio of $1,000,000 per client household, but this can be waived. Financial planning services are available on a stand-alone basis for an initial flat fee of $4,000, which includes the first ten hours of financial planning services. After this initial period, Badgley Phelps will charge an hourly fee of $350.
Areas of Practice
Advisor Information
Office location
1420 Fifth Avenue, Suite 3200, Seattle, WA, 98101
Get directionsRegulatory History
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