Multnomah Group is a registered investment advisor offering investment advisory, portfolio management, and financial planning services to individuals. They use broadly diversified portfolios and a systematic strategy to manage investments, adhering to fiduciary standards. They tailor advice to each client's unique objectives, risk tolerance, and time horizon. Financial planning services are also available.
Assets Under Management$2.2B
Clients181
Advisors16
Avg. per Client$12M
Avg. per Advisor$140M
blog.multnomahgroup.com/pathways-to-success ·www.multnomahgroup.com ·blog.multnomahgroup.com/forward-thinking
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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