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Northwest Wealth Management, LLC

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Total assets under management

$865,221,987

More info

Total clients

1,982

10% high-net worth

Total advisors

18

of 24 employees

Firm size

Multi Team

Average clients per advisor

110

Average account size

$436,540

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning or counseling projects, payable half at commencement and half upon delivery/completion.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%

Other

Minimum fee: Minimum quarterly fee of $250 for Wealth Management Services Fee-only: Fixed fees charged on a per project basis for Counseling and Financial Planning services; fees determined by complexity and time required, disclosed prior to contract signing.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Northwest Wealth Management, LLC

1607 W. 18 Th Street

Spencer IA 51301, United States

Number of offices

12

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 877-207-0994

Advisors at this firm

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Lance E

Series 63, Series 66

Spencer, IA

Northwest Wealth Management, LLC
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Michael S

Series 65

Spencer, IA

Northwest Wealth Management, LLC
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Danielle B

Series 65

Spencer, IA

Northwest Wealth Management, LLC
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Rebecca M

Series 65

Lemars, IA

Northwest Wealth Management, LLC
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Bryson D

CFP®, Series 65

Spencer, IA

Northwest Wealth Management, LLC
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Jodi M

Series 65

Spencer, IA

Northwest Wealth Management, LLC
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Alex J

CFP®, Series 66

Spencer, IA

Northwest Wealth Management, LLC
user avatar

Connie S

Series 63, Series 65

Spencer, IA

Northwest Wealth Management, LLC
user avatar

Nicole E

Series 65

Spencer, IA

Northwest Wealth Management, LLC
user avatar

Jason V

Series 66

Spencer, IA

Northwest Wealth Management, LLC
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Katy G

Series 65

Spencer, IA

Northwest Wealth Management, LLC
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Zachary C

Series 65

Fort Dodge, IA

Northwest Wealth Management, LLC
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Joni K

CFP®, Series 66

Spencer, IA

Northwest Wealth Management, LLC
user avatar

Jeffrey P

Series 63, Series 66

Spencer, IA

Northwest Wealth Management, LLC
user avatar

Dean J

CFP®, Series 65

Spencer, IA

Northwest Wealth Management, LLC
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