American Northwest Advisory Services L.l.c.

American Northwest Advisory Services, L.L.C. is a financial advisor firm established in 1996, specializing in personalized investment management for individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and is owned by Thomas L. Oakes. They offer investment supervisory services, including developing investment policies, evaluating investment managers, and monitoring plan assets under ERISA standards. The firm manages $641,221,000 in assets for approximately 204 clients, with $29,504,000 managed on a discretionary basis. Clients are typically charged a percentage of assets under management as an annual fee, ranging from 0.20% to 0.55%. The firm does not use performance-based fees and bills fees quarterly in advance. Investment strategies focus on providing diversified options to mitigate risks such as interest-rate, market, inflation, and currency risks. The firm does not have any legal or disciplinary events related to past or present clients. They are affiliated with American Northwest Retirement Plan Services, LLC, a third-party administrator. AMERICAN NORTHWEST ADVISORY SERVICES, L.L.C. does not determine trading for participant-directed retirement plans but has investment discretion for pooled investment accounts. Clients receive regular reports and account statements from qualified custodians. The firm does not receive soft dollar compensation and does not accept referral fees.