Wealth Advisors Northwest (Wealth Advisors NW) offers investment advice tailored to clients' needs. Services include discretionary and non-discretionary portfolio management, financial planning, real estate analysis, pension consulting, estate planning assistance, and 1031 Exchange consulting. Wealth Advisors NW may invest client assets according to model portfolios developed by an unaffiliated investment manager.
Assets Under Management$350M
Clients304
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$600K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | Included |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
For portfolios under $600,000, there is a flat annual fee of $6,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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