COMPLETE
WEALTH
MANAGEMENT.

Your Benefits

A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. We treat our clients as individuals and not numbers.
Services

Fee Transparency

Financial Plan Fees

Willamette Financial Advisors also offers financial planning services at an hourly or fixed fee rate. Hourly consulting or financial planning rates range from $150 to $275 per hour, depending on the complexity of the project, the scope of work to be performed, and the differential expertise of the Investment Advisor Representative providing the services. Fixed fee financial planning projects are estimated to range from $750 - $5,000.
starting at
$150/hr

Wealth Management Services Annual Fixed Fee Rates

Assets Under Management (AUM)

Under $100,000

Annual Advisory Fee
1.0%

$100,000-$249,999

Annual Advisory Fee
0.95%

$250,000 - $749,999

Annual Advisory Fee
0.9%

$750,000 - $1,499,999

Annual Advisory Fee
0.8%

$1,500,000 - $2,500,000

Annual Advisory Fee
0.7%

Over $2,500,000

Annual Advisory Fee
0.6%
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