Fee Based vs. Commissioned Based Management

At Northwest Quadrant Wealth Management we have built a firm where we can provide advice to our clients rather than be aggressive asset gatherers. We believe this is best done through fee based rather than commission based management.

Fee based management tends to put us both on the same side of the table with our interests aligned. By managing this way:

• You can always be assured you are not being sold, but rather receiving unbiased advice
• When the market is good we are both rewarded and when the market is down we   suffer together

On accounts of $25,000 to $250,000 we assess a management fee of 1.50% that includes all trading costs.  These accounts are managed using Separately Managed Accounts (SMA’s) geared to your risk tolerance and managed with full discretion.

Accounts in excess of $250,000 are managed individually with a management fee of 1%.  All accounts less than $25,000 we use either commission based or mutual fund “C” shares to allow for fee based management.

Northwest Quadrant Wealth Management also offers Life, LTC and Disability Insurance. These products are written and serviced through this firm. 

* No charge service to Northwest Quadrant advisory clients

Additional services provided with a managed brokerage account:
Unlimited checking*, Master Card* (rewards option), ATM access*, ACH bill pay, Expense tracking, Cost basis accounting, Dividend reinvestment, No-fee IRA. Additional fees may apply.