COMPLETE
WEALTH
MANAGEMENT.

Your Benefits

Our focus is to provide unparalleled client support and impartial recommendations designed to help our clients manage risk and achieve their long-term financial investment goals.
Services

Our 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 $200 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
$200/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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