Mia Heinrichs is a registered investment advisor at Northwest Capital Management INC., based in Lake Oswego, OR, with 2 years of industry experience. Mia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 203 clients with $8.5B 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 $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Rates shown apply to new clients after July 2023. Existing clients prior to July 2023 have a slightly lower starting rate of 1.40% for the first $500,000. Fees are negotiable.
Fee Estimator
Location
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR, 97035
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 Activities
Mia is a Director of Corporate Sponsorships for Heinrichs and a member of the C-W Rotary club, serving on multiple committees. She is also an ambassador for the Portland Supper Club, hosting monthly dinners and receiving compensation.
Employment History
Current Registrations
Northwest Capital Management INC.
Cwm, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.
Exams
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