Matt MorminoCRD Number: 5962359
Current Firm: Brighton Jones LLC
Compensation Model: Fee Only
Matt Mormino, CFP® (CRD# 5962359) is a Lead Advisor at Brighton Jones. At Brighton Jones, a deeply personal, individualized approach is at the heart of everything we do. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it.
We focus on building partnerships that thrive on transparency, accountability, and collaboration. Whatever circumstances currently define your life – a pending marriage, a new baby, an employment opportunity, goals for retirement – you’ll work with a dedicated team committed to advancing your financial well-being.
Aligned behind a common purpose, we’ll develop a set of strategies and actions that are specific to you. Throughout the process, we remain mindful of how individual decisions in one area of your finances impact your long-term vision. Our process is designed to help you live your own richer life.
|Brighton Jones, LLC||Seattle, WA||Mar 2008 - Current||12|
Total Assets Under Management5,299MILLIONS
Total Number of Accounts1,718ACCOUNTS
Average Account Value$3,084,560
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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