Candida Marie Casey

Northwest Asset Management

37 Years of Experience

View SEC Summary

Firm Information

Northwest Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

54 advisors

Number of Clients

3,032 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$3.6B

Fee Structure

Minimum Investment:$500K

Hourly Rate:Up to $350/hr

Investment management fees are a percentage of assets under management, with a maximum annual fee of 1.75%. Fees are negotiable and may vary based on relationship size, service level, investment strategy, trading activity, advisor expertise, and financial planning. Retirement and financial planning fees are up to $350 per hour. Consulting fees are also up to $350 per hour. Tax preparation fees are determined by the complexity of the return. There is no account minimum, but the Adviser may decline to accept clients with portfolios under $500,000.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax Planning

Advisor Information

Office location

Chicago, IL

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.