Bristlecone Advisors LLC
Assets Under Management
$2.1B
Number of Clients
431
Number of Advisors
N/A
Average Client AUM
$4.9M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bristlecone Advisors offers customized investment advisory and family office services to high-net-worth individuals and families. Services include portfolio design, manager selection, implementation, and monitoring. Family office services may include personal accounting, tax planning, strategic philanthropy, risk management, estate planning, and real asset management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiated on all assets over $100 million.
Fee Estimator
The annual advisory fee is based on a percentage of assets under management. The actual fee may vary based on factors such as the number of accounts, size of assets, relationship to other clients, complexity, and potential for additional contributions. Extensive family office services may incur additional fees. For certain larger accounts comprised only of fixed income assets, a different fee schedule may apply. Fees are generally billed quarterly in advance based on the previous quarter's average daily account value. Custom analysis or projects are quoted on a fixed/project fee or hourly basis.
Areas of Practice
Location
10900 NE 4th Street, Suite 1920, Bellevue, WA, 98004