Northwest Capital Management INC.
Assets Under Management
$7.6B
Number of Clients
454
Number of Advisors
6
Average Client AUM
$16.6M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Northwest Capital Management, Inc. offers investment management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. They focus on helping clients achieve their investment goals through research, portfolio management, and performance reporting. The firm has been acquired by Carson Group Holdings, LLC.
Fee Structure
Fees are primarily asset-based, calculated quarterly based on a tiered percentage of your portfolio's market value. The percentage varies based on the tier, with lower rates for larger portfolios. Fees are billed in advance each quarter. Fees are negotiable based on complexity, location, and tenure. Hourly consulting is available up to $400/hour. Fixed-dollar fees may be charged for investment management or consulting services. Financial planning services are also available, with fees agreed upon in advance.
Areas of Practice
Location
1 Centerpointe Drive, Suite 115, Lake Oswego, OR, 97035