| Investment Management Financial Planning Risk Protection If you are looking for confidence in how your money is managed and comfort with the people who provide your advice, call us at 253.534.8888. |
Minimum $500,000 under management or $5,000 annual fee
Assets of several accounts from the same household may be combined for the purpose
of calculating management fee breakpoints. Fees are billed quarterly – and debited
from assets in the account.
Financial Planning
For a project-based fee or on an hourly basis, Brooks, Hughes & Jones may be
retained to do various financial planning problem solving. You do not have to have an
investment management account with Brooks, Hughes & Jones to engage our financial
planning service.
Our fee for financial planning and consultation services is either $175 per hour or a flat
project-based fee. For a comprehensive financial planning case, half the fee is due at
the outset of the project and the remainder is payable upon satisfactory completion.
For ad hoc projects limited in scope and complexity, a fee will be assessed upon
completion of the project.
Financial planning work may include, but is not limited to, asset allocation
recommendations for accounts that Brooks, Hughes & Jones does not manage,
retirement planning, retirement income analysis, college savings, insurance needs
assessment, employee benefits maximization, and non-legal aspects of estate
planning and taxation.
Financial planning services are complimentary for investment management clients with
annual fees in excess of $5,000.
Assets of several accounts from the same household may be combined for the purpose
of calculating management fee breakpoints. Fees are billed quarterly – and debited
from assets in the account.
Financial Planning
For a project-based fee or on an hourly basis, Brooks, Hughes & Jones may be
retained to do various financial planning problem solving. You do not have to have an
investment management account with Brooks, Hughes & Jones to engage our financial
planning service.
Our fee for financial planning and consultation services is either $175 per hour or a flat
project-based fee. For a comprehensive financial planning case, half the fee is due at
the outset of the project and the remainder is payable upon satisfactory completion.
For ad hoc projects limited in scope and complexity, a fee will be assessed upon
completion of the project.
Financial planning work may include, but is not limited to, asset allocation
recommendations for accounts that Brooks, Hughes & Jones does not manage,
retirement planning, retirement income analysis, college savings, insurance needs
assessment, employee benefits maximization, and non-legal aspects of estate
planning and taxation.
Financial planning services are complimentary for investment management clients with
annual fees in excess of $5,000.
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WORKING WITH US | Our Fees
Investment Management
Our fee-only investment management is based on the following schedule.
Investment Management
Our fee-only investment management is based on the following schedule.
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Copyright © 2009 Brooks, Hughes & Jones, Inc.. All rights reserved.
Brooks, Hughes & Jones is a Registered Investment Adviser.
Privacy Policy
Form ADV Part II
Brooks, Hughes & Jones is a Registered Investment Adviser.
Privacy Policy
Form ADV Part II
TACOMA 2112 North 30th Street, Suite B | Tacoma, WA 98403
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
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Brooks, Hughes & Jones, Inc. (BH&J) is a Washington state Registered Investment Adviser. BH&J and its representatives are in compliance with the current registration and notice
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
