Laird Norton Wetherby Wealth Management offers integrated wealth management services, including investment management, wealth planning, and collaborative professional services. The firm designs customized portfolios using a global approach, active and core-satellite management strategies, and alternative investments, while also incorporating tax-aware strategies and impact investing. Laird Norton Wetherby Wealth Management works closely with other professional advisors like certified public accountants and attorneys to coordinate comprehensive financial, tax, and estate planning. The firm serves predominantly high-net-worth individuals, families, trusts, and foundations, operating with offices across several major U.S. cities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Annual fees typically range between 0.90% and 0.30% of total assets managed, depending on factors such as portfolio complexity and relationship size. Fees are negotiable.