Northwest Capital Management, Inc. is a registered investment advisor providing investment management, retirement plan consulting, and financial planning services. Founded in 1998 and later acquired by Carson Group Holdings, the firm works with both private individual clients and institutional clients, including retirement plan sponsors. For individuals, Northwest Capital Management offers personalized investment strategies using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments, alongside online financial planning tools. The firm emphasizes a fiduciary approach, acting in its clients' best interests. Private clients can choose comprehensive portfolio strategies or simpler, low-cost core portfolio options, depending on their needs and account sizes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Rates shown apply to new clients after July 2023. Existing clients prior to July 2023 have a slightly lower starting rate of 1.40% for the first $500,000. Fees are negotiable.