Northwest Investment Advisors provides investment and financial planning services to clients. They offer advisory accounts, planning services, and referrals to third-party managers. The firm tailors portfolios to individual client needs, considering factors like investment objectives, risk tolerance, and time horizon. Clients can also restrict certain securities from their portfolios. Northwest Investment Advisors also works with third-party managers to give clients access to institutional money managers.
Assets Under Management$35M
Clients95
Advisors8
Avg. per Client$370K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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