Skyline Financial Northwest provides personalized investment management and comprehensive financial planning services for individuals, families, trusts, and small businesses. Founded in 2008 and based in Portland, Oregon, Skyline Financial Northwest focuses on building diversified portfolios using low-cost passive investments tailored to each client's specific goals and risk tolerance through an Investment Policy Statement. The firm offers discretionary portfolio management, retirement plan management, and financial planning covering retirement, taxes, estate planning, and risk management. Skyline Financial Northwest operates on a fee-only basis, meaning they do not sell products or earn commissions, ensuring their advice remains objective and aligned with client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Subject to an annual minimum fee of $4,500 per client. Accounts exceeding $500,000 receive a 50% discount on financial planning services, and accounts exceeding $1,000,000 receive a 100% discount on financial planning services.