Pacific Northwest Asset Management (PNW Asset Management) manages investment portfolios using asset class investing, tailoring allocations to each client's circumstances. They invest in mutual funds or exchange-traded funds (ETFs) and focus on tax efficiency. Limited financial planning is provided, but clients are not obligated to act on recommendations or effect transactions through PNW Asset Management.
Assets Under Management$110M
Clients78
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.20% |
Fees may be negotiable. A flat annual percentage investment management fee of 0.75% may apply to a client’s entire amount of assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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