Northwest Wealth Management provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, families, businesses, and retirement plans. Northwest Wealth Management creates personalized investment portfolios and financial plans after evaluating each client's specific goals, risk tolerance, and financial situation. Investment management services include ongoing portfolio monitoring, asset allocation recommendations, and discretionary trading authority, with a preference for long-term buy-and-hold strategies. The firm also offers project-based and comprehensive financial planning, covering retirement, estate, insurance, and tax-related topics. Additionally, Northwest Wealth Management can retain independent third-party investment managers and utilize specialized order management systems to handle held-away assets like retirement accounts. The firm typically recommends Charles Schwab or Fidelity for custodial and brokerage services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable. Independent managers recommended by the firm generally charge an additional 0.18% to 0.45% annually.