Financial Investment Team offers a wide range of investment advisory and financial services to individuals, businesses, trusts, and retirement plans. Founded in Portland, Oregon, Financial Investment Team helps clients coordinate and prioritize their financial lives with their life goals, integrating investments across retirement accounts, taxable accounts, and employee plans. The firm uses a disciplined approach to portfolio management, primarily recommending exchange-traded funds, individual stocks, and bonds tailored to each client's risk tolerance and objectives. In addition to managing investments, Financial Investment Team provides comprehensive financial planning—covering estate, retirement, educational, and special needs planning—as well as tax planning and preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
For balances over $1,000,000, a flat 1.10% rate applies to all assets. Legacy clients may be on a different historical fee schedule.