Financial Investment Team ("FIT")
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning and preparation for individuals (including high-net-worth clients), trusts, corporations, and institutional clients such as pension and profit-sharing plans. The firm works to coordinate investments across retirement accounts, taxable accounts, and employer-sponsored plans, and assists clients with rollover decisions and ongoing monitoring.
FIT tailors advice to client objectives and risk tolerance, implementing strategies using exchange-traded funds, individual equities and bonds, with a mix of long- and short-term purchases and occasional trading or option use for select accounts. The firm employs fundamental, technical and charting analysis, delivers written financial plans, and conducts periodic reviews while generally operating under discretionary trading authority.
Distinctive features include an affiliated CPA practice through which the firm’s principal devotes a meaningful portion of time to tax planning and preparation and coordinates tax work with investment advice, a relationship the Brochure discloses and manages as a potential conflict of interest. The firm also emphasizes an educational approach for certain recommendations—particularly retirement rollovers—providing written explanations, educational materials, questionnaires and interactive tools to help clients make informed decisions rather than solely issuing prescriptive recommendations.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.60% annually $500,000 - $1,000,000: 1.35% annually $1,000,000+: 1.10% annually
Commissions may be earned by certain Investment Advisor Representatives who are also Registered Representatives of Peak Brokerage Services, LLC; fees paid to FIT for advisory services are separate and distinct from commissions.
Financial planning billed at $500 per hour; tax planning and preparation fees based on hourly rates, e.g. $500/hour for principal.
Account minimum: $250,000
Main office
15350 SW Sequoia Pkwy, Suite 150
Portland OR 97224
Advisors at this office
1
Most active in
Arizona · California · Oregon · Texas · Washington
Also doing business as
Financial Investment Team ("Fit") · Financial Investment Team, Inc. · Harrison & Associates Wealth Management Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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