Northwest Capital Management (NWCM) is an investment management firm that provides a range of services including investment management, financial planning, and consulting to individuals, retirement plans, and institutions. NWCM manages portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer financial planning services facilitated by their Big Picture Study® online site, which can include advice on tax management and estate planning. NWCM has been acquired by Carson Group Holdings, LLC.
Assets Under Management$8.5B
Clients203
Advisors7
Avg. per Client$42M
Avg. per Advisor$1.2B
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Schedule is for new clients (after July 2023). Fees are variable and negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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