First Washington Corporation has been managing investments since 1937 and is registered as a registered investment advisor. First Washington builds customized investment portfolios primarily using individual stocks, bonds, and cash, tailored to each client's specific goals, risk tolerance, and tax situation. Portfolio management is conducted on a discretionary basis, meaning First Washington makes trades on behalf of clients without needing prior approval for every transaction. The firm focuses on growth at a reasonable price, combining growth and value strategies. Services are provided to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. Clients typically must maintain a minimum account size of $250,000.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.