Overview

Headquarters
Olympia, WA
Total Firm Assets
$2.2 billion
Average High-Net-Worth Client Portfolio Size
$2.0 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: KILEY JUERGENS WEALTH MANAGEMENT ADV BROCHURE (2026-07-17) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.00%
$250,001 $500,000 0.95%
$500,001 $1,000,000 0.90%
$1,000,001 $2,000,000 0.85%
$2,000,001 $3,500,000 0.80%
$3,500,001 $5,000,000 0.75%
$5,000,001 and above 0.70%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,375 0.94%
$5 million $41,125 0.82%
$10 million $76,125 0.76%
$50 million $356,125 0.71%
$100 million $706,125 0.71%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
55.95%
Number of High-Net-Worth Clients
618
Total Client Accounts
6,799
Discretionary Accounts
6,674
Non-Discretionary Accounts
125

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
151088
  • KILEY JUERGENS WEALTH MANAGEMENT ADV BROCHURE (2026-07-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse WA advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials