First Washington Corporation

Fee-Only (% of Portfolio)

First Washington Corporation (FWCO) offers continuous advice on investing client funds based on individual needs. They identify client goals, risk tolerance, and liquidity needs through personal discussions. FWCO provides discretionary advisory services through separately managed accounts to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. They focus on individual stocks, bonds, cash, and cash alternatives when building portfolios.

Assets Under Management$500M
Clients29
Advisors3
Avg. per Client$17M
Avg. per Advisor$170M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees are negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm