Multnomah Group manages investment portfolios and provides financial planning services for individual investors and retirement plans. Multnomah designs broadly diversified portfolios using mutual funds, exchange-traded funds, and individual stocks and bonds, tailoring strategies to each client's risk tolerance, time horizon, and goals. The firm operates with the legal duty to act in your best interest. In addition to investment management, Multnomah offers modular and consultative financial planning services covering personal financial circumstances and objectives.
Assets Under Management$2.7B
Clients188
Advisors15
Avg. per Client$14M
Avg. per Advisor$180M
blog.multnomahgroup.com/pathways-to-success ·blog.multnomahgroup.com/forward-thinking ·www.multnomahgroup.com
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.25% |
Fees are calculated quarterly in advance based on the market value of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...