Assets Under Management
$7.6B
Number of Clients
454
Number of Advisors
6
Average Client AUM
$16.6M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
Northwest Capital Management offers investment management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutional clients. They manage portfolios using mutual funds, ETFs, and individual securities, with a focus on asset allocation and security selection. The firm acts as a fiduciary and aims to help clients achieve their financial goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Fees are variable given such criteria as complexity, geographic location, your tenure as a Client, etc. Fees are negotiable.
1 Centerpointe Drive, Suite 115, Lake Oswego, OR, 97035