Bbjs Financial Advisors, LLC
Assets Under Management
$291.2M
Number of Clients
85
Number of Advisors
2
Average Client AUM
$3.4M
AUM per Advisor
$145.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BBJS Financial Advisors, LLC provides investment management and financial planning services. They craft Investment Policy Statements and use customizable model portfolios. They also offer investment consultation and financial planning engagements ranging from basic to complex.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
All fees are negotiable. Asset management fees may be waived on a case by case basis for smaller accounts.
Fee Estimator
BBJS Financial Advisors, LLC is a fee-only firm. Investment management fees are 1% of assets under management, charged quarterly. These fees are negotiable and may be waived for smaller accounts. Investment consultation and financial planning are billed hourly, ranging from $110 to $390 depending on the service provider. Financial planning fees may be waived for investment management clients with over $500,000 in investable assets.
Areas of Practice
Location
1501 Fourth Avenue, Suite 2880, Seattle, WA, 98101