Washington Park Advisors is a registered investment advisor founded in 2025 and based in Portland, Oregon. The firm specializes in providing personalized, discretionary investment management services to high-net-worth individuals, families, trusts, foundations, and corporate accounts. Washington Park Advisors builds balanced portfolios using individual stocks, preferred stocks, options, corporate bonds, municipal bonds, and government securities, utilizing a fundamental, bottom-up research approach focused on earnings and dividend payouts. The firm tailors portfolios to match each client's specific needs and objectives, allowing reasonable investment restrictions. In addition to portfolio management, Washington Park Advisors assists clients with retirement plan rollovers and individual retirement accounts. The firm operates under a strict legal standard to act in the best interest of its clients when managing retirement funds. Washington Park Advisors does not offer wrap fee programs or financial planning as a standalone service, focusing entirely on ongoing investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.63% |
Fees are prorated and charged quarterly in arrears. Fees may be negotiated in the firm's sole discretion.