Ferguson Wellman Capital Management, INC.
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)
About This Firm
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.
Fee Structure
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Areas of Practice
Location
888 SW 5th Ave Ste 1200, Portland, OR, 97204