Northwest Quadrant Wealth Management

Wealth Management Firm in Deschutes County, OR

Firm Info
Address: 650 SW Bond St Ste 250, Bend, OR 97702, USA
Phone: (800) 743-0988

Firm Size
Assets Under Management: $441.1 million
# of Advisors: 3
# of Clients: 1,802
Client to Advisor Ratio: 601:1
Average Account Size: $244,798
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Northwest Quadrant Wealth Management Overview

Northwest Quadrant Wealth Management is an investment advisory firm that has been in business since 2011. The firm is headquartered in Bend, OR and operates on a fee-only arrangement, which means that it does not receive commissions for recommending financial products. As an investment advice only Registered Investment Advisory Firm, Northwest Quadrant Wealth Management offers a variety of services to individuals, businesses, and institutions. One of the primary services offered by Northwest Quadrant Wealth Management is financial planning. This involves creating a customized plan to help clients achieve their financial goals, taking into account factors such as their current financial situation, risk tolerance, and long-term objectives. The firm also provides portfolio management services, which include selecting and monitoring investments to help clients maximize their returns while minimizing risk. In addition to providing portfolio management for individuals and small businesses, Northwest Quadrant Wealth Management also offers this service for businesses and institutional clients. For companies looking to set up a pension plan, the firm provides consulting services to help them navigate the complex legal and regulatory landscape. Finally, Northwest Quadrant Wealth Management publishes a newsletter to keep clients informed about market trends and investment strategies.

NORTHWEST QUADRANT WEALTH MANAGEMENT serves a diverse portfolio of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm acknowledges the unique financial needs of each client, having different goals and objectives that require customized solutions. Whether clients seek to build wealth, preserve it, or mitigate risks, NORTHWEST QUADRANT WEALTH MANAGEMENT is equipped and dedicated to helping clients achieve their financial objectives. NORTHWEST QUADRANT WEALTH MANAGEMENT provides different fee structures depending on the service provided. The firm believes in transparency and ensures clients understand the fee schedule before engaging with any service. The available fee structures include percentage of assets under management, hourly fee, and fixed fee. For instance, AUM fee structure charges a percentage of the total assets managed, while hourly fees are charged for services that require specific time frames. Fixed fees are also available for set projects, and the client will have an understanding of the total cost upfront. The firm believes that the variety of fee structures provide clients the option to choose the most suitable fee schedule for their needs.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Northwest Quadrant Wealth Management is $250,000. According to their Part 2 Brochure note about investment minimums, clients must have at least this amount in their account to engage with the firm. However, the brochure notes that this minimum can be waived on a case-by-case basis at their sole discretion. It also states that legacy clients (presumably those who were clients prior to the implementation of this minimum) will not be held to this requirement.

How This Office Can Help Deschutes County, OR Residents

Geneos Wealth Management provides a wide range of financial services to clients in Phoenix, AZ, assisting them in managing their wealth and planning for the future. The team of experienced financial advisors helps clients navigate complicated financial situations such as creating a retirement plan, managing their investments, and creating an estate plan. Clients often face a variety of financial challenges, including rising healthcare costs, ongoing market volatility, and the challenges of managing debt. Geneos Wealth Management provides guidance to clients in these areas to ensure they achieve their financial goals. Clients in Phoenix may also turn to Geneos Wealth Management for customized guidance related to their unique financial situation. For example, someone managing a small business may need advice on structuring their finances to maximize tax benefits and minimize risk. Similarly, families with young children who need to save for college expenses may require a tailored investment plan. Geneos Wealth Management provides tailored financial solutions that address these particular challenges. Overall, Geneos Wealth Management provides the personalized support that clients in Phoenix need to achieve long-term financial success.

To view the Minimum Investment and Fee Schedule for Northwest Quadrant Wealth Management, visit their Part 2 Brochure.

Services Offered by Northwest Quadrant Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northwest Quadrant Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 650 SW Bond St Ste 250, Bend, OR 97702, USA
Phone (800) 743-0988
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Northwest Quadrant Wealth Management is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Colorado
  • Idaho
  • New Hampshire
  • Oregon
  • Texas
  • Washington

Disciplinary History

Northwest Quadrant Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.