Northwestern Mutual

Wealth Management Firm in Eagle County, CO


Firm Size
Assets Under Management: $0
# of Advisors: 2,170
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Other

Available Fee Structures
  • Fixed Fees (Other than subscription)
  • Other

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Northwestern Mutual Investment Services,LLC Overview

Northwestern Mutual Investment Services, LLC is a fee-based, registered investment advisory firm headquartered in Milwaukee, WI. Founded in 1971, they have been in business for over 50 years. As a broker-dealer, insurance broker/agent, and provider of investment advice, they offer a range of services to their clients. One of the main benefits of Northwestern Mutual Investment Services, LLC is their fee-based fee arrangement. This allows clients to pay for their services based on a percentage of the assets they manage rather than being charged commission-based fees. This fee model aligns the firm's interests with the client's interests since the firm only makes money when their clients' investments perform well. In addition to investment advice, Northwestern Mutual Investment Services, LLC also provides investment research and referrals to other advisers. This broad range of services allows them to provide comprehensive solutions tailored to each client's unique financial needs and goals. Overall, the breadth of services offered by Northwestern Mutual Investment Services, LLC makes them an excellent choice for clients looking for a well-rounded investment advisory firm.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC caters to a diverse range of clients, including high net worth individuals, families, and businesses. The firm also serves retirees, executives, and professionals looking to grow their wealth. They provide customized financial planning and investment strategies tailored to each client's unique situation and goals. Furthermore, the firm's financial advisors work closely with clients over the long term to help them navigate the complexities of the investment landscape and make informed decisions. When it comes to fee structures, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC offers both fixed fees and other types of fees, depending on the service provided. Fixed fees are charges that are agreed upon upfront, thereby providing transparency and predictability. The other type of fees is variable and may include commissions, performance fees, and management fees. Clients can choose the fee structure that best suits their needs and budget. The specific amount of the fees charged depends on the services provided, the complexity of the investment strategy, and the amount invested. The firm's financial advisors work closely with clients to create a fee structure that aligns with their financial goals while remaining competitive in the market. Overall, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC prides itself on its fee transparency and commitment to creating long-term value for its clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Northwestern Mutual Investment Services, LLC does not explicitly mention their investment minimums.

How This Office Can Help Eagle County, CO Residents

Northwestern Mutual offers comprehensive financial planning services to clients in Eagle County, CO. The firm's financial advisors work closely with clients to understand their unique financial situations and develop tailored plans to help them achieve their goals. One of the biggest financial challenges in Eagle County is the high cost of living, particularly when it comes to housing. The area is a popular destination for outdoor enthusiasts, which has driven up real estate prices. Northwestern Mutual can help clients navigate these challenges by providing guidance on managing debt, saving for a down payment, and identifying affordable housing options. In addition to housing costs, many residents of Eagle County face challenges related to retirement savings. With a high cost of living and a strong desire to enjoy the area's outdoor lifestyle, it can be difficult for individuals to save enough money for retirement. Northwestern Mutual's financial advisors can help clients develop strategies to maximize their retirement savings, including contributing to tax-advantaged retirement accounts and investing in a diversified portfolio. The firm can also help clients with estate planning and insurance needs to protect their assets and ensure a secure financial future for themselves and their loved ones.

To view the Minimum Investment and Fee Schedule for Northwestern Mutual Investment Services,LLC, visit their Part 2 Brochure.

Services Offered by Northwestern Mutual Investment Services,LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northwestern Mutual Investment Services,LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Fixed Fees (Other than subscription)
Other
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

This Office Location

Firm location 313 Chambers Ave Unit D, Eagle, CO 81631, USA
Phone (970) 328-7526
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 720 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202-4797, United States

This firm has no other locations.

State Registrations

Northwestern Mutual Investment Services,LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Northwestern Mutual Investment Services,LLC does not have any disclosures. Please visit it's Form ADV for more details.