Nelly Mubashi is a registered investment advisor at Northwest Asset Management, based in Mercer Island, WA, with 22 years of industry experience. Nelly 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.
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Nelly is a board member and chairman of the investment committee for Plymouth Housing, a non-profit charity, and the Pacific Northwest Co-head for Women in ETFs. She also serves on the RIA Advisory Board Member for Capital Group RIA advisory group and is the President/Owner of NW Holdings Group Inc.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.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.