Wealth Advisors Northwest offers discretionary and non-discretionary portfolio management, financial planning, real estate analysis, estate planning assistance, and 1031 exchange consulting services. Wealth Advisors Northwest tailors its investment advice to meet each client's specific objectives and risk tolerance. The firm primarily recommends equities, variable and fixed annuities, money market funds, mutual funds, and exchange-traded funds. Wealth Advisors Northwest works with individuals, high-net-worth individuals, corporate entities, and retirement plans. The firm is owned by TFA Solutions Inc. and TTTJ Group LLC, and is affiliated with an accounting firm, Dougall Conradie LLC.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Clients under the $600,000 account minimum pay an annual flat fee of $6,000 which includes financial planning. Fees may be negotiated or waived at the firm's discretion.