Northwest Capital Management Review


Trust Score 96%
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Northwest Capital Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 8 advisors. Northwest Capital Management manages $3.4 billion and provides investment advisory services for 269 clients (1:34 advisor/client ratio).

Northwest Capital Management requires a $0 minimum investment and charges a blended rate between 1.00% and 0.40% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 34 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $12,480,103
Hybrid Advisor No
Disciplinary History No
Total AUM $3.4 billion
Advisor / Client Ratio 1:34
Headquarters Portland, OR
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $2,000,000 0.75%
$2,000,001 to $5,000,000 0.50%
$5,000,001+ 0.40%


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