Northwest Financial Advisors helps clients plan and manage their investments through various advisory programs, primarily custodied with LPL Financial. The firm works with clients to determine appropriate asset allocations based on individual risk tolerance, time horizon, and personal goals. Advisors design personalized investment portfolios using mutual funds, exchange-traded funds, equities, and fixed-income securities. In addition to investment management, Northwest Financial Advisors offers customized financial planning covering retirement, taxes, estate planning, insurance, and charitable giving. The firm operates as a subsidiary of Northwest Federal Credit Union and works extensively with credit union members and individual investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is up to 2.00% for standard programs and up to 1.00% advisory fee plus 0.35% program fee for Guided Wealth Portfolios. Fees are negotiable.