NorthWest Financial Services (NWFS) creates financial plans based on client information and goals, covering areas like retirement, estate, and tax planning. If clients choose, NWFS provides ongoing investment management, primarily using mutual funds. NWFS also offers tax preparation for a separate fee. NWFS manages investments on a discretionary basis, meaning they can make changes without asking you first.
Assets Under Management$550M
Clients375
Advisors9
Avg. per Client$1.5M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fee schedule shown is for new clients after 1/1/2025. Some existing clients (prior to 1/1/2025) have a different fee schedule: Up to $1,000,000: 0.9%; $1,000,000 to $2,000,000: 0.7%; $2,000,000 to $5,000,000: 0.5%; Over $5,000,000: 0.3%. The annual minimum fee is negotiable and sometimes a flat fee may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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