IH
IH

Ian Hobson

17 Years of Experience
Duvall, WA

Ian Hobson is a registered investment advisor at Nwt Advisors, LLC, based in Duvall, WA, with 17 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
45 clients
Average Client Portfolio
$408K average
Assets Under Management
$18.4M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% and may be negotiated based on account size, investment strategy complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15315 1st Ave NE Ste 205B, Duvall, WA, 98019

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nwt Advisors, LLC
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Wachovia Securities, LLC
December 2007 - December 2008 · 1 yr
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.