AC

Alexander Cannella

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
140 advisors
Number of Clients
3,317 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$15.0B

Fee Structure

Minimum Annual Fee:$10,000
Financial Plan Fee:$2,500 - $25,000
Hourly Rate:$150 - $300/hr

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
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementReal Estate InvestingHigh Net Worth
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Advisor Information

Office location

2030 1st Avenue, 3rd Floor, Seattle, WA, 98121

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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
Brighton Jones LLC
January 2024 - Present · 2 yrs
State Registrations2 states
AZWA
Advisor
Exams
No exam information available for this advisor.
Alexander Cannella - Financial Advisor | AdvisorDiscover