NW Advisory provides ongoing investment management to individuals and high net worth individuals, managing their investment portfolios on a discretionary or non-discretionary basis. NW Advisory also offers financial planning services, including estate planning education and coordination using third-party software. They encourage clients to seek legal counsel for estate planning documents. The firm's principal is also an insurance agent and may receive commissions from insurance sales, which are separate from advisory services.
Assets Under Management$75M
Clients265
Advisors2
Avg. per Client$280K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
NW Advisory's investment management fees are based on a percentage of the value of your portfolio. These fees are charged quarterly.
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