American Northwest Advisory Services provides investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. American Northwest also provides advice on financial planning matters, taxation issues, and trust services that often include estate planning. The firm is fee-only.
Assets Under Management$34M
Clients204
Advisors5
Avg. per Client$170K
Avg. per Advisor$6.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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