Northwest Asset Management

Fee-Only (% of Portfolio)Fixed/Hourly

Northwest Asset Management offers comprehensive investment management, retirement planning, financial planning, consulting, and tax preparation services. Northwest Asset Management creates customized investment strategies based on each client's specific goals and risk tolerance, using approaches such as modern portfolio theory, strategic and active asset allocation, and ongoing rebalancing. When managing retirement accounts, Northwest Asset Management acts legally required to act in your best interest. In addition to serving individuals and high-net-worth clients, Northwest Asset Management provides retirement plan consulting for employers and back-office support services to other advisory firms through its RIA Innovations division. Northwest Asset Management emphasizes a tailored approach and works with clients to define objectives, assess risk, and monitor progress over time.

Assets Under Management$4.1B
Clients2,776
Advisors62
Avg. per Client$1.5M
Avg. per Advisor$67M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiable and have a maximum annual rate of 1.75%. Actual fees may differ based on relationship size, services needed, investment strategy, and trading activity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

62 Advisors at this firm

Page 1 of 4