Northwest Asset Management

Wealth Management Firm in Mercer Island, WA

Firm Info
Address: Rosauer Plaza, 2835 82nd Ave SE #300, Mercer Island, WA 98040, USA
Phone: (206) 838-3680

Firm Size
Assets Under Management: $3.2 billion
# of Advisors: 42
# of Clients: 8,139
Client to Advisor Ratio: 194:1
Average Account Size: $397,189
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Northwest Asset Management Overview

Northwest Asset Management is a registered investment advisory firm with its headquarters in Mercer Island, WA, and has been in business since 2008. This firm provides investment advice to its clients and operates on a fee-based arrangement. Its team consists of broker-dealer representatives and insurance brokers/agents, and their clientele includes individuals, as well as small businesses. The firm offers a range of services, including financial planning, portfolio management, and pension consulting, to help clients achieve their financial objectives. Their investment management services are designed to create customized portfolios tailored to each client's unique investment goals, risk tolerance, and time horizon. Additionally, Northwest Asset Management offers educational seminars and workshops to educate its clients on investment strategies and financial planning. Overall, Northwest Asset Management is a comprehensive investment advisory firm that offers a range of services to its clients. Their approach to investment management is client-focused, which ensures that they provide personalized recommendations and advice to help clients meet their financial goals. Their commitment to providing educational seminars and workshops further demonstrates their dedication to empowering their clients to make informed financial decisions.

NORTHWEST ASSET MANAGEMENT caters to a diverse range of clients from individuals to high net worth individuals, and even pension or profit sharing plans, and charitable organizations. No matter the client, they approach their work with the highest degree of professionalism, integrity, and diligence to ensure the best possible financial outcomes for their clients. In terms of fee structures, NORTHWEST ASSET MANAGEMENT offers a flexible range depending on the services provided. For clients looking to manage their investment portfolios, a percentage of assets under management is charged. For those who require specific financial services, hourly rates may apply, while fixed fees may be offered for some financial planning services. Clients can rest assured that all fees charged by NORTHWEST ASSET MANAGEMENT are transparent and aligned with industry standards, without any hidden fees or surprises.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Northwest Asset Management does not mention anything about an investment minimum. It is important for investors to be aware of the investment minimums required by a firm before investing, as it can impact their ability to invest with the firm or the amount they are able to invest. However, without this information in the brochure, prospective investors will need to contact the firm directly to inquire about any investment minimums.

How This Office Can Help Mercer Island, WA Residents

As a financial advisor at Ameriprise Financial Services, LLC, Amanda Rose Becker provides valuable assistance to clients in Camas, WA to help them navigate through their specific financial situations. Given the recent economic downturn caused by the pandemic, many people in Camas are struggling financially, which is why Amanda Rose Becker is a vital resource for these individuals. She works with clients to set achievable goals and build a comprehensive financial plan that is customized to fit their unique circumstances. For people in Camas who are approaching retirement age, Amanda Rose Becker can help with planning for a comfortable retirement. She can assist in organizing retirement accounts and choosing the best investment portfolios for clients based on their risk tolerance, current cash flow, and lifestyle goals. Additionally, for recent graduates or young professionals who are just starting out their careers, she can provide guidance on navigating student loans and saving for short-term and long-term goals. Overall, her role as a financial advisor is crucial for clients in Camas as they seek to achieve financial stability and success.

To view the Minimum Investment and Fee Schedule for Northwest Asset Management, visit their Part 2 Brochure.

Services Offered by Northwest Asset Management

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

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location Rosauer Plaza, 2835 82nd Ave SE #300, Mercer Island, WA 98040, USA
Phone (206) 838-3680
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Northwest Asset Management is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kentucky
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Northwest Asset Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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