Willamette Financial Advisors is a registered investment advisory firm based in Portland, Oregon, that has been in business since 2014. The firm provides personalized financial planning and investment management services tailored to each client's individual goals. Willamette Financial Advisors builds broadly diversified portfolios using a systematic investment approach, typically including mutual funds, exchange-traded funds, individual stocks, bonds, and other securities. The firm acts in a legally required capacity to put clients' best interests first. In addition to ongoing portfolio management, Willamette Financial Advisors offers standalone financial planning covering areas such as retirement, taxes, estate planning, education funding, risk management, and debt reduction. Clients may also receive advice on employer retirement accounts and rollovers.
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 firm's advisors. Increased management fees may be charged in lieu of hourly fees for financial planning.