Willamette Financial Advisors, located in Portland, Oregon, offers financial planning and investment management services. They create diversified portfolios and use a systematic strategy. Willamette Financial Advisors acts as a legal fiduciary, prioritizing client interests and avoiding conflicts of interest. They offer stand-alone financial planning services, including investment planning, retirement planning, debt reduction, tax planning, estate planning, college planning, risk management, and philanthropic planning. They may recommend third-party asset managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.95% |
| $250K - $750K | 0.90% |
| $750K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Fees may be reduced or waived for related or immediate family members of the Investment Advisor Representatives. Increased management fees greater than the stated management fee may be charged to the Client in lieu of charging the Client an hourly fee for financial planning services.