Georgiana Purdy is a registered investment advisor at Northwest Quadrant Wealth Management, based in Bend, OR. Georgiana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,050 clients with $530M 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Individualized fee schedules may be used at Northwest Quadrant Wealth Management's discretion. Legacy clients may have a different or customized fee schedule. Custom billing for high net worth clients based on aggregated household assets is offered upon firm approval.
Fee Estimator
Location
650 SW Bond St., Suite 250, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Northwest Quadrant Wealth Management
State Registrations1 state
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