Northwest Investment Consulting Review


Trust Score 96%
Trust Score info_outline
Share

Northwest Investment Consulting, federally registered in 1994, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 5 advisors. Northwest Investment Consulting manages $353.3 million and provides investment advisory services for 19 clients (1:4 advisor/client ratio).

Northwest Investment Consulting requires a $1,200,000 minimum investment and charges a blended rate between 0.50% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 4 clients (industry average 1:50)
  • Firm has been federally registered for 24 years

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Custodian is unknown

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $353.3 million
Average Account AUM $18,593,873
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $1,200,000
Minimum Annual Fee $5,700
Advisor / Client Ratio 1:4
Headquarters Seattle, WA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 0.50%
$1,000,001 to $3,000,000 0.35%
$3,000,001+ 0.25%


Questions & Answers



Get answers about Northwest Investment Consulting


Ask a question question_answer


Feedback