James Burton is a CFP-designated registered investment advisor at Northwest Asset Management, based in Mercer Island, WA, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
Location
2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2005Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Morgan Stanley
Citigroup Global Markets INC.
Wachovia Securities, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.