First Washington Corporation

Fee-Only (% of Portfolio)

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.

Assets Under Management$500M
Clients29
Advisors3
Avg. per Client$17M
Avg. per Advisor$170M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees are negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm