Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Minimum annual fee of $4,500 applies.
Fee Estimator
SFNW charges fees for financial planning (hourly or fixed price, $4,000 minimum) and investment management (percentage of assets). Financial planning fees are typically paid half at contract signing and half upon delivery of the plan. Investment advisory fees are charged monthly in arrears, subject to a $4,500 annual minimum per client. Accounts exceeding $500,000 receive a 50% discount on financial planning services, and accounts exceeding $1,000,000 receive a 100% discount. The minimum account size is $500,000, though exceptions may be made.
Areas of Practice
Advisor Information
Office location
2121 SW Broadway, Suite 100, Portland, OR, 97201
Get directionsRegulatory History
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.
Learn about disclosures →