Jo Aldridge
Jo Aldridge is a registered investment advisor at Northwest Asset Management, based in Houston, TX, with 24 years of industry experience. Jo 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
700 Louisiana St., 48th Floor, Houston, TX, 77002
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Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Jo is licensed to sell life, accident, health, and HMO insurance in Texas since 2004. This activity requires minimal time.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.