Assets Under Management
$9.0B
Number of Clients
1,026
Number of Advisors
26
Avg. Portfolio per Client
$8.8M
Avg. Managed per Advisor
$345.9M
Compensation
Fee-Only (% of Portfolio)
Ferguson Wellman, along with its division West Bearing, offers personalized investment and wealth management services to individuals and families, as well as investment management to institutions. Services include wealth planning, retirement planning, and philanthropic strategies. Ferguson Wellman specializes in managing customized portfolios exceeding $4 million, while West Bearing focuses on portfolios above $1 million.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule is for Equity Only and Balanced portfolios. Fixed Income Only portfolios have a different schedule: 0.45% on the first $10M, 0.35% on the next $10M, and 0.25% above $20M. West Bearing Investments: 1.00% on the first $2,000,000, 0.85% above $2,000,000. Once a West Bearing portfolio reaches $3,000,000, the client may be eligible for a different fee structure.
888 SW 5th Ave Ste 1200, Portland, OR, 97204