Badgley Phelps Wealth Managers
Assets Under Management
$5.9B
Number of Clients
1,101
Number of Advisors
26
Average Client AUM
$5.4M
AUM per Advisor
$227.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Badgley Phelps provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments, and foundations. They focus on establishing goals and customizing strategies to meet financial objectives through a disciplined investment process.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee schedules and minimum account sizes are negotiable. Discounts not generally available to our advisory clients are also offered to family members or associated persons of our firm.
Fee Estimator
Badgley Phelps charges an annual fee based on the market value of your portfolio. The fee is 0.90% on the first $5,000,000, 0.70% on the next $5,000,000, and 0.50% on amounts over $10,000,000. They require a minimum investment portfolio of $1,000,000 per client household, but this can be waived. Financial planning services are available on a stand-alone basis for an initial flat fee of $4,000, which includes the first ten hours of financial planning services. After this initial period, Badgley Phelps will charge an hourly fee of $350.
Areas of Practice
Location
1420 Fifth Avenue, Suite 3200, Seattle, WA, 98101