Fee Disclosure
Our investment management fees.
Our investment management fee table is below. If you would like to see a more thorough description of fees, please review our detailed fee disclosure.
| Management Fee*: |
0.9% |
| Custodian Transaction Fees: |
| ETF |
$7 |
| Mutual Fund |
$17 |
| Mutual Fund NTF |
Zero |
| Custodian Asset Based Fee: |
Zero |
| Our Compensation From Sales Loads: |
| Front Load |
Zero |
| Back Load |
Zero |
| Level Load |
Zero |
| Surrender Charges**: |
Zero |
| Mutual Fund / ETF Expense Ratios***: |
| [Ultra Low Cost Vanguard Funds Are Core Holdings] |
* Management fee may be lower than .9%. A tiered management fee schedule is available for accounts in excess of $500,000.
** Our clients are never subject to surrender charges. If a client chooses to remove our firm from providing investment management services they can do so without an exit fee. Some mutual funds charge early withdrawal penalties, but those fees are not shared with our firm.
*** Expense ratios vary by fund. Low cost ETFs are at the foundation of our portfolios, with the majority of holdings being those of industry low-cost pioneer, The Vanguard Group.
Related: FAQ - What fees do I pay?
Disclosure Statement: The contents of this website are for informational purposes only and are not a solicitation to either buy or sell securities. No new account will be accepted unless and until all local regulations have been satisfied. The material presented on this website is from sources believed to be reliable, but it's content is not guaranteed and may be subject to change at any time. Please read our privacy policy prior to leaving this site. Northwest Advisory Group, Inc. does not offer guaranteed rate programs. Investing in financial markets involve the risk of losing principal. Northwest Advisory Group, Inc. does not manage bank guarantee or FDIC accounts. All visitors to this website should note that past performance is not necessarily indicative of future results.