Northwest Wealth Management (NWM) offers financial planning and investment management services to individuals, families, and businesses. NWM Representatives work with clients to understand their financial goals and risk tolerance, then recommend suitable investment strategies. NWM may use third-party investment managers to manage client assets. NWM also provides retirement plan advisory services to employers.
Assets Under Management$870M
Clients2,022
Advisors20
Avg. per Client$430K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Minimum quarterly fee of $250. Independent Manager fees range from 0.18 - 0.45% annually and are in addition to NWM's fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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