Frederick
Payne

Northwest Capital Management Inc

CRD#1290237
Investment Advisor
in Portland, OR

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About this Advisor

Frederick Payne is a certified financial planner working out of Portland, Oregon, who has 22 years of work experience. Payne works at Northwest Capital Management Inc. They have worked at Northwest Capital Management Inc for the entirety of their career. Payne holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, California, Oregon and Washington. Northwest Capital Management Inc is a registered investment company that has its headquarters in Portland, Oregon. The company has a total of 15 financial advisors. It handles $4 billion in total assets among its 1,133 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 1,133 client accounts, 32% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, such as 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 largely vary depending on which services are provided. Fees billed by Northwest Capital Management Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

13333 Sw 68Th Pkwy Suite 230
Portland, OR 97223

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Northwest Capital Management Inc Brokerage Details

Total Assets Under Management

$3,976,185,988

OR Average: $1,120,203,312
Total Number of Employees

15

OR Average: 50
Total Number of Accounts

1,133

OR Average: 1,309
Average Account Size

$3,509,432

OR Average: $855,770

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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

Frederick Payne Work History

Frederick has 22 years of experience.

1998 - Present (23 years)

Northwest Capital Management, Inc

Disclosures

Frederick Payne has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Capital Management Inc

Christopher Martin
Portland, OR
Joan Lintz
Portland, OR
Carl Schopfer
Portland, OR
Christopher Haddon
Portland, OR
Ian Pileggi
Portland, OR
Brent Petty
Portland, OR
Scott Rhodes
Seattle, WA
Frederick Payne
Portland, OR

This content was compiled from the SEC and FINRA.

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