Northwest Criterion manages investment portfolios for individuals, pension and profit-sharing plans, trusts, and business entities. They allocate assets among individual stocks, bonds, mutual funds, exchange-traded funds (ETFs), and options. They discuss investment objectives and risk tolerance with clients to build suitable portfolios. The firm also offers limited consultation services to existing investment management clients on investment and other financial matters.
Assets Under Management$81M
Clients81
Advisors2
Avg. per Client$990K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for amounts over the initial $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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