Multnomah Group, INC.
Assets Under Management
$2.2B
Number of Clients
181
Number of Advisors
12
Average Client AUM
$12.3M
AUM per Advisor
$185.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Multnomah Group is an independent SEC-registered investment advisory firm based in Portland, Oregon. They offer investment advisory, portfolio management, and financial planning services to individuals, using broadly diversified portfolios and a systematic investment strategy. They operate under fiduciary standards, prioritizing client interests and avoiding conflicts of interest.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.25% |
Fee Estimator
The firm's fees are based on factors like portfolio size, work required, client location, and meeting frequency. They generally require a minimum of $300,000 in investable assets, but this may be waived. Fees are either asset-based, a flat fee, or a combination of both. The table shows the annual fees for ongoing investment management services, calculated using a blended percentage rate. Clients also pay brokerage transaction costs and ETF or mutual fund fees. One-time financial planning services are available for a fee, generally $3,000, but may be higher depending on complexity.
Areas of Practice
Location
1155 SW Morrison Street, Suite 501, Portland, OR, 97205