Wealth Management Northwest provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Investment planning includes asset allocation across equity, fixed income, and alternative asset classes. Financial planning covers retirement, tax, estate, education, and insurance planning. Consulting services are offered on a project basis.
Assets Under Management$6.8M
Clients26
Advisors1
Avg. per Client$260K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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