Practice First Investment Advisors is an Oregon-based registered investment advisor founded in July 2026 and led by Tanner Mark Woolley. Practice First Investment Advisors offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, time horizon, and tax situation. The firm builds customized investment strategies using mutual funds, exchange-traded funds, equities, fixed-income securities, and non-United States securities. In addition to investment management, Practice First Investment Advisors provides financial planning that covers investment planning, tax concerns, retirement planning, college planning, estate planning, and debt and credit planning. Practice First Investment Advisors also maintains an affiliation with Practice First Advisors, an accounting firm owned by Tanner Mark Woolley, allowing for coordinated tax and financial advice.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are generally negotiable.