Northwest Asset Management offers investment management, retirement planning, financial planning, and consulting services. Investment management includes defining goals, assessing risk, developing a strategy, and monitoring progress. They also offer sub-advisory services to other advisors and tax preparation services. Northwest Asset Management may select outside money managers or sub-advisors.
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.