Teresa Starman
Teresa Starman is a CFP-designated registered investment advisor at Northwest Asset Management, based in Mercer Island, WA, with 25 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
Location
2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teresa is licensed in Washington state to sell life, disability, variable life, and variable annuity insurance products since 2009. She is also a member of the Snohomish County Estate Planning Council since 2018.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Seafirst Investment Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.