Willamette Valley Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Investment strategies are tailored to each client's goals and objectives. Financial planning covers financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Assets Under Management$70M
Clients111
Advisors1
Avg. per Client$630K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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