First Washington Corporation (FWCO) offers continuous advice on investing client funds based on individual needs. They identify client goals, risk tolerance, and liquidity needs through personal discussions. FWCO provides discretionary advisory services through separately managed accounts to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. They focus on individual stocks, bonds, cash, and cash alternatives when building portfolios.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.