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How does the advisor help clients – Key Takeaways:
The Multnomah Group, Inc. is a leading financial services provider that offers expertise and guidance to clients looking to grow and manage their wealth. With their team of experienced advisors and a wide range of services, they help their clients achieve financial success and secure their financial future.
Facts and Insights
As of 2019, the Multnomah Group, Inc. has over $5 billion in assets under management, 28 advisors, and has been in business for 21 years, since 1998. This showcases their solid track record and extensive experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion (as of 2019) | 28 | 21 years (since 1998) |
Financial Services Offered
The Multnomah Group, Inc. provides a comprehensive range of financial services to its clients. This includes investment management, retirement planning, tax planning, estate planning, and insurance solutions. They also offer financial education and resources to help clients make informed decisions.
Client Types
The Multnomah Group, Inc. caters to a diverse range of clients, including individuals, families, small businesses, and corporations. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
The Multnomah Group, Inc. charges fees based on a percentage of assets under management, typically ranging from 0.5% to 1.5%. They may also charge a flat fee for specific services or hourly rates for financial planning and consulting. These fees are fully transparent and outlined in a clear and understandable manner.
Background
The Multnomah Group, Inc. was founded in 1998 by a team of financial experts with a mission to provide objective and independent financial advice to their clients. They have offices in Portland, Oregon and Seattle, Washington, and serve clients nationwide.
Financial Advisor Disclosures to Know
The Multnomah Group, Inc. is a fiduciary, meaning they are legally obligated to act in their clients’ best interests. This ensures that their recommendations and decisions are solely based on what is most beneficial for their clients.
The Multnomah Group, Inc. also discloses any potential conflicts of interest and fully transparent about their fees and compensation. They adhere to the highest ethical standards and provide unbiased advice to their clients.