Northwest Income Investments provides investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Northwest Income Investments is a fee-only firm and does not sell financial products or securities. Clients can have their portfolios managed directly by Northwest Income Investments with discretionary authority, or Northwest Income Investments may suggest third-party money managers. Northwest Income Investments does not have discretionary authority for investments made within Third Party Accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.13% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.63% |
| $2M+ | 0.63% |
Fees are for balanced accounts. Fixed income accounts have a different fee schedule: First $100,000: 1.125%, Next $400,000: 0.85%, Next $500,000: 0.625%, Next $1,000,000: 0.45%. Fees may be negotiable.