Northwest Capital Management Inc
About this Advisor
Carl Schopfer is a certified financial planner operating out of Portland, Oregon, who has been in the advisory business for 12 years. Schopfer is on the advisory team at Northwest Capital Management Inc. Their career trajectory has included roles at Raymond James Financial Services Advisors, Inc, Md Helicopters and Schopfer Financial. Schopfer maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Arizona and Oregon. Northwest Capital Management Inc is a company headquartered in Portland, Oregon. The investment advisory business has a total of 15 advisors. It manages $4 billion in assets under management across its 1,133 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 1,133 accounts, 32% are associated with high-net-worth investors who have at least $1 million in investable assets. Northwest Capital Management Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. However, fees charged by Northwest Capital Management Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Northwest Capital Management Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Carl Schopfer Work History
Carl has 12 years of experience.
Raymond James Financial Services Advisors, Inc
Carl Schopfer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northwest Capital Management Inc