Northwest Investment Advisors offers individualized investment supervisory and financial planning services on a non-discretionary basis. Founded in 2003 and owned by Sean Grubb, the firm helps clients build tailored portfolios based on their unique financial situations, goals, and risk tolerances. Northwest Investment Advisors also provides access to third-party institutional money managers and wrap fee programs through Orion Portfolio Solutions. In addition to portfolio oversight, Northwest Investment Advisors offers project-based financial planning services covering areas such as retirement, taxes, education funding, estate planning, and cash flow analysis. The firm operates alongside an affiliated broker-dealer and insurance agency, allowing representatives to offer securities and insurance products on a commission basis when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable based on account size, activity levels, type of holdings, and aggregated account values. Fees can be calculated on a tiered or linear schedule depending on the agreement.