Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brighton Jones' PCFO annual advisory fee ranges from 0.35% to 1.25% of assets. A minimum annual fee of $10,000 generally applies, but may be higher for complex situations. Lenora Family Office fees start at $62,500 per quarter. OpenPlan IFP includes a $2,500 implementation fee and a $150 monthly monitoring fee. OpenPlan's discretionary investment management fee ranges from 0.50% to 0.95% annually. OpenPlan Financial Wellness Consulting fees vary, typically involving a fixed fee ($5,000-$25,000) and an hourly component ($150-$300/hour). All fees are subject to negotiation.
Areas of Practice
Advisor Information
Office location
2030 1st Avenue, 3rd Floor, Seattle, WA, 98121
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Scott Thomas MoserRegulatory 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.
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Current Registrations
Brighton Jones LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations1 state
Exams
Additional Information
Our strategy focuses on low cost tax efficient portfolio construction that is customized for each client's goals. Once investment performance targets are identified, we select tax sensitive securities to be placed tactically in client accounts to minimize life-time tax burden and maximize after-tax cash flow.