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Updated September 23, 2026. Quick answer: Brighton Jones does not publish a minimum dollar amount to open a Personal CFO (PCFO) Services account. Instead, it enforces a $10,000-a-year minimum fee ($2,500 minimum quarterly fee), which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
“Brighton Jones generally imposes a minimum annual fee of $10,000. … For PCFO clients, Brighton Jones generally requires a minimum quarterly fee of $2,500.00.”
On waivability: “Brighton Jones may, in its sole discretion, waive or reduce its minimum quarterly fee.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Personal CFO (PCFO) Services | No published minimum account size | $10,000-a-year minimum fee ($2,500 minimum quarterly fee) | N/A (fee floor, not account-size minimum) |
| Source: Brighton Jones, LLC Form ADV Part 2A, Firm Brochure, March 31, 2026 | |||
Brighton Jones’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $10,000 |
| $500,000 | $10,000 |
| $1,000,000 | $12,500 |
| $2,000,000 | $25,000 |
What else to know
Brighton Jones does not publish a minimum account size; it enforces a $10,000-a-year minimum fee instead ($2,500 per quarter), which the firm may raise for more complex clients.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Brighton Jones’ own published fee schedule runs $10,000 a year; see the full dollar breakdown from Brighton Jones’ own fee disclosure across several account sizes.
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- Brighton Jones, LLC Form ADV Part 2A, Firm Brochure (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038999
- SEC Investment Adviser Public Disclosure, Brighton Jones, LLC (CRD #108601): https://adviserinfo.sec.gov/firm/summary/108601
- Brighton Jones, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/108601/PDF/108601.pdf
Methodology. This page was built September 23, 2026, quoting directly from Brighton Jones’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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Comparing Brighton Jones against other options? See Brighton Jones alternatives, including a flat-fee route and a robo/hybrid, plus a lower-fee full-service firm.