{
  "slug": "badgley-phelps-wealth-managers",
  "name": "Badgley Phelps Wealth Managers",
  "description": "Badgley Phelps Wealth Managers is a financial advisory firm dedicated to balancing clients' financial lives through wealth management and financial planning. They serve individuals, families, corporations, and foundations, emphasizing a blend of history, innovation, strategic action, and flexible experience to manage client assets and fulfill their financial aspirations.",
  "url": "https://optimly.ai/brand/badgley-phelps-wealth-managers",
  "websiteUrl": "https://badgley.com/",
  "logoUrl": "https://logo.clearbit.com/badgley.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-04T09:28:50.524Z",
  "verifiedVitals": {
    "website": "https://badgley.com",
    "category": "Wealth Management",
    "what_it_does": "Badgley Phelps Wealth Managers provides personalized wealth and investment management services, including financial planning, investment management (equity, fixed income, and alternative security selection), asset allocation, asset protection, cash flow planning, college planning, estate planning, financial planning for women, foundation management, investment policy development, legacy and end-of-life planning, philanthropic planning, retirement planning, risk management, tax planning, and wealth transfer planning. They also collaborate with clients' other professional advisors such as attorneys and accountants.",
    "primary_audience": "The primary audience includes high net worth individuals, families, corporations, retirement plans, endowments, and foundations.",
    "core_product": "The core product is comprehensive wealth and investment management services, encompassing financial planning and investment strategies.",
    "pricing_model": {
      "kind": "custom",
      "detail": "For portfolio management services, Badgley Phelps directly bills clients with a basic fee schedule of 0.50% for equity and balanced accounts, and 0.30% for fixed income only accounts, generally non-negotiable. These accounts typically have a minimum size of $250,000. For financial planning-only services, an initial flat fee of $4000 is charged, covering the first ten hours, with subsequent hours billed at $350 per hour. Badgley Phelps does not charge performance-based fees."
    },
    "parent_ownership": "Badgley Phelps Wealth Managers has been a partner firm of Focus Financial since 2021."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790044379195
}