Frederick
Payne
Northwest Capital Management Inc
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About this Advisor
Frederick Payne is a financial advisor based in Lake Oswego, Oregon, working with Northwest Capital Management Inc. Frederick has previously held positions at Northwest Capital Management, Inc, Cwm, LLC, and Northwest Capital Management. Frederick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Oregon, and Washington. Currently, Frederick is part of Northwest Capital Management Inc, which operates out of Lake Oswego, Oregon. The firm has 1 office and 17 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Northwest Capital Management Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Capital Management Inc Brokerage Details
$6,856,132,947
17
1,409
$4,865,957
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
Cwm, LLC
Northwest Capital Management
Northwest Capital Management, Inc
Disclosures
Please visit the SEC profile of Frederick Payne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northwest Capital Management Inc
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Bellevue, WA
Lake Oswego, OR
Lake Oswego, OR
Seattle, WA
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