Northwest Asset Management

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Total assets under management

$3,608,262,509

Total clients

2,965

35% high-net worth

Total advisors

of 54 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,216,952

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Tax preparation

Fee options

Fixed

Fixed fee projects for financial consulting vary widely depending on scope and complexity.

Percentage

Up to 1.75% annually, negotiable based on factors such as account size and services provided

Commissions

Certain representatives receive commissions on sales of securities and insurance products; fees include 12b-1 fees and service fees from mutual funds.

Project-based

Up to $350 per hour for financial planning and consulting services.

Subscriptions

RIA Innovations fees typically 0.08% annually, paid quarterly, for non-discretionary portfolio management and support services.

Other

Account minimum: $500,000 Fee-only: Financial and retirement planning services charged up to $350 per hour; fixed fee projects vary widely depending on service and complexity.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Main office location

Northwest Asset Management

2835 82 Nd Avenue Se, Ste 100

Mercer Island WA 98040, United States

Number of offices

Forms ADV

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

Quick links

LinkedIn X Instagram Website 206-838-3680

Advisors at this firm

Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Suzette R

CFP®, Series 63, Series 65

Independence, MN

Northwest Asset Management

Arthur N

Series 63, Series 65

Kirkland, WA

Northwest Asset Management

Geoffrey B

Series 63, Series 65

Lake Oswego, OR

Northwest Asset Management

Robert T

CFP®, CFA®, Series 63, Series 65

Mercer Island, WA

Northwest Asset Management

Michael V

CFP®, Series 63, Series 66

Snoqualmie, WA

Northwest Asset Management

Jo A

Series 63, Series 65

Mercer Island, WA

Northwest Asset Management

Matthew S

CFP®, Series 63, Series 65

Atascadero, CA

Northwest Asset Management

Julie J

CFA®, Series 65

Weston, MA

Northwest Asset Management

Mahum P

Series 65

Lawndale, CA

Northwest Asset Management

Sheila N

Series 65

Rapid City, SD

Northwest Asset Management

Joie H

Series 65

Oakley, CA

Northwest Asset Management

William Z

Series 63, Series 65

Redmond, WA

Northwest Asset Management

Mark R

CFP®, Series 66

Lake Oswego, OR

Northwest Asset Management

John L

CFP®, Series 63, Series 66

Federal Way, WA

Northwest Asset Management

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