Skyline Financial Northwest
Assets Under Management
$107.0M
Number of Clients
95
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$53.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Skyline Financial Northwest LLC (SFNW) provides investment advisory and financial planning services. Investment advice includes discretionary investment management, retirement plan consulting, and one-time asset allocation recommendations. Financial planning covers personal finance, retirement, investment, education funding, tax, risk management, and estate planning. SFNW uses passive investment vehicles to build diversified portfolios.
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. Hourly rates are $100/hour for support staff, $200/hour for non-CFP® advisors, and $300/hour for CFP® advisors. Investment management fees are based on AUM, subject to a $4,500 annual minimum. Accounts exceeding $500,000 receive a 50% discount on financial planning services, and accounts exceeding $1,000,000 receive a 100% discount.
Areas of Practice
Location
2121 SW Broadway, Suite 100, Portland, OR, 97201