Northwest Planning Advisors provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. They also refer clients to third-party investment advisors like Brookstone Capital Management. Northwest Planning Advisors primarily recommends low-cost index funds but may use other securities to diversify portfolios. Clients can impose restrictions on investments, but Northwest Planning Advisors may terminate the relationship if restrictions hinder service.
Fee Structure
Northwest Planning Advisors does not directly manage investments. Instead, they refer clients to third-party investment advisors, such as Brookstone Capital Management. Northwest Planning Advisors receives a portion of the fee paid to the third-party advisor. The total fee, including Northwest Planning Advisors' fee and the third-party advisor's fee, can be up to 1.95% of your assets. You will negotiate the specific fee with Brookstone Capital Management.