Brighton Jones LLC
Assets Under Management
$15.0B
Number of Clients
3,317
Number of Advisors
140
Average Client AUM
$4.5M
AUM per Advisor
$107.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brighton Jones provides comprehensive wealth management services, including financial planning, discretionary investment management, and continuous monitoring. Services are offered through Personal CFO (PCFO), Lenora Family Office, OpenPlan Individual Financial Planning (IFP), and OpenPlan Retirement Plan Advisory (RPA). They also offer tax preparation and real estate consulting services.
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
Location
2030 1st Avenue, 3rd Floor, Seattle, WA, 98121
