Northwest Quadrant Wealth Management offers investment advisory services, specializing in portfolio management and e-newsletters. As a fiduciary, Northwest Quadrant always acts in the client’s best interest. Northwest Quadrant works with clients to understand their investment objectives while educating them about their process.
Assets Under Management$530M
Clients1,050
Advisors3
Avg. per Client$510K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Individualized fee schedules may be used at Northwest Quadrant Wealth Management's discretion. Legacy clients may have a different or customized fee schedule. Custom billing for high net worth clients based on aggregated household assets is offered upon firm approval.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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