Your Trusted Partner
Please note that this information is for Fidelity internal use only and, not intended for client distribution.
Why refer to Brighton Jones
Close more clients
On average our advisors serve 75 clients, meaning we dedicate the time to truly understand their needs
Consolidate assets
84% asset consolidation (avg. is 43%) – you make more money
Keep more clients
98%+ client retention – increase the time period you get paid
Client Success Stories
Katherine came to us with large scale estate planning needs, as she recently inherited $7M in real estate assets as well as a large brokerage account. Her two sons are unable to manage their own finances, so we helped her establish fiduciary trusts for them using our in-house Estate Planning team.
By establishing a Family Limited Partnership, she could accelerate her gifting to move large portions of this real estate portfolio to her sons’ trusts, while securing her own income needs and ensuring that her sons will have help with managing their assets once she passes away.
Meet Katherine
Goal: Navigating complex real estate holdings and securing their children’s future financial wellbeing
Focus: Estate planning and real estate
Fidelity Branch: Portland
Tax Planning
Accumulating, accessing, or transferring wealth can spur some serious tax implications. A forward-looking tax plan can simplify your financial life and uncover opportunities to maximize the value of charitable gifts or harvest tax losses to offset future capital gains.
Equity Compensation
It’s never as simple as “salary plus benefits.” We help clients evaluate all aspects of their corporate benefits package and provide truly dispassionate advice around competing priorities like base pay, stock options, deferred compensation, bonuses, and more.
Estate Planning
Build a holistic plan for your legacy that provides for loved ones and protects your estate. An actionable plan can reduce administrative costs, distribute wealth responsibly, provide for the care of loved ones, and minimize estate taxes.
Real Estate
Real estate investments are an important part of any wealth-building strategy. It brings unique advantages, including passive income streams, use of leverage, and favorable tax strategies to expand and diversify your current holdings.
Private Investments
Confidently navigate the opaque world of private investments with access, insights, and analysis of opportunities that provide portfolio diversification and historically higher rates of return.
Strategic Philanthropy
Put your wealth to its highest use. A strategic philanthropic plan can increase the value of your resources while reducing the overall impact on your financial picture through charitable giving, a family foundation, endowments, or a donor-advised fund.
How we can help
Life Events
Tax Strategies
Executive Compensation
Investments
Our Locations
Success stories
When we were introduced to Theresa and Steven, they had just stepped into vocational freedom and were beginning to feel concerned about this decision. Their tax liability was too high, resulting in higher healthcare costs, so they were feeling the anxiety of stepping away from a paycheck during a down market.
We have worked with them to define a distribution glidepath path that provided them income while decreasing their overall tax liability, which in turn made their healthcare more affordable, and provided them with a buffer against market volatility. Through our analysis and planning they are now spending more time with their family and remain happily in vocational freedom.
Meet Theresa and Steven
Goal: Confidently step into Vocational Freedom
Focus: Tax mitigation and cash needs analysis
Fidelity Branch: Portland
Beyond the Balance Sheet
- Learn the client’s career, goals, and family
- Understand the client’s values and passions
- Discuss total balance sheet, cash flow, and future plans
- Present an initial plan
- Introduce service team
- Clarify any decisions and process
- Discuss how we’ll work together
- Agree on the plan
- Transfer accounts
- Execute on strategies
- Monitor and adjust results
Fee schedule
- $3M | 0.95%
- $3–$5M | 0.75%
- $5–$10M | 0.6%
- $10–$20M | 0.5%
- $20M+ | 0.35%
Want to learn more about referring clients to Brighton Jones?