Assets Under Management
$107.0M
Number of Clients
95
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$53.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Skyline Financial Northwest provides investment advisory and financial planning services. Investment advice includes discretionary investment management and one-time asset allocation recommendations. Financial planning covers personal finance, retirement, investment, education funding, tax, risk management, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
2121 SW Broadway, Suite 100, Portland, OR, 97201