Assets Under Management
$2.2B
Number of Clients
181
Number of Advisors
12
Average Client AUM
$12.3M
AUM per Advisor
$185.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Multnomah Group is an independent SEC-registered investment advisory firm based in Portland, Oregon. They offer investment advisory, portfolio management, and financial planning services to individuals, using diversified portfolios and a systematic strategy. They follow fiduciary standards and prioritize client interests.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.25% |
1155 SW Morrison Street, Suite 501, Portland, OR, 97205