Torrey Holmquist
Torrey Holmquist is a registered investment advisor at Northwest Investment Advisors, INC, based in Spokane, WA, with 27 years of industry experience. Torrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 115 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable based on account size, activity levels, type of holdings, and aggregated account values. Fees can be calculated on a tiered or linear schedule depending on the agreement.
Fee Estimator
Location
9 S Washington St Ste 210, Spokane, WA, 99201
Get directionsHistory
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
Torrey receives rental income from a single-family residential property he and his spouse own. He spends minimal time collecting and distributing rental income, cleaning, and maintaining the property, and may travel to/from the location as needed.
Employment History
Current Registrations
Northwest Investment Advisors, INC
Northwest Investment Advisors, INC.Broker
Previous Registrations
Capital Financial Services, INC.Broker
United Heritage Financial Services, INC.Broker
Brecek & Young Advisors, INC.Broker
Safeco Investment Services, INC.Broker
State Registrations7 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.
Exams
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