Amanda Sletmoe is a registered investment advisor at Skyline Financial Northwest, based in Portland, OR. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 100 clients with $110M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Minimum account advisory fee of $4,500 per year applies. Accounts exceeding $500,000 receive a 50% discount on financial planning services. Accounts exceeding $1,000,000 receive a 100% discount on financial planning services.
Fee Estimator
Location
2121 SW Broadway, Suite 100, Portland, OR, 97201
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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 →Employment History
Current Registrations
Skyline Financial Northwest
State Registrations2 states
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