Northwest Wealth Advisors, operating as West Invest, offers personalized portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. West Invest builds custom investment portfolios using mutual funds, fixed income securities, real estate funds, equities, and exchange-traded funds, tailored to each client's specific risk tolerance and time horizon. The firm follows modern portfolio theory, fundamental analysis, and quantitative analysis. In addition to managing investments, West Invest provides guidance across financial planning, estate planning, tax planning, cash flow and debt management, personal savings, education savings, and insurance. West Invest requires discretionary authority to trade on behalf of clients without prior consultation for each trade. The firm's founders also act as registered representatives of a broker-dealer and licensed insurance agents, creating potential conflicts of interest when recommending commission-based products, which the firm mitigates by committing to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.