Northwest Quadrant Wealth Management
Bend, Oregon
4.0
4 Reviews
Northwest Quadrant Wealth Management, based out of Bend, OR, is a small investment advisory firm specializing in providing comprehensive wealth management services. With a total of six employees, the firm boasts a dedicated team of experienced professionals. Three of their highly skilled advisors offer expert investment advisory services, leveraging their extensive knowledge to assist clients in achieving their financial goals. Northwest Quadrant Wealth Management manages a substantial amount of assets, averaging approximately $60,820,000 per investment advisor. While this figure aligns with the industry average, it is a testamen...
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Assets Under Mgmt

$391.99M

Investment Professionals

3

Locations

2

% 401K & Individual

32%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
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