Interwest Investment Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Interwest Investment Advisors, Inc. provides personalized financial planning, discretionary investment management, and retirement‑plan consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, and also offers hourly and fixed‑fee planning engagements. The firm commonly charges percentage‑of‑AUM fees for portfolio management and delivers regular account reporting and reviews.
Portfolios are tailored to each client’s objectives, time horizon, and risk tolerance using a mix of fundamental, technical, and cyclical analysis, with the firm typically providing quarterly reviews and exercising discretionary trading authority when authorized. Interwest also operates a co‑advisor relationship with Gradient Investments, LLC, through which it selects model portfolios, provides ongoing portfolio oversight, and shares in the management fees for certain strategies.
Noteworthy differences from many peers include a formal ERISA 3(21) limited‑scope fiduciary service offering for retirement plans, explicit affiliations with another registered adviser and with insurance and estate‑service businesses tied to the firm’s president, and a fee‑sharing/incentive arrangement with Gradient Investments that is based on AUM thresholds. The brochure also discloses a prior civil settlement arising from a beneficiary‑change dispute (with no regulatory action) and explains potential conflicts from insurance commissions and third‑party fee sharing that the firm states are managed through disclosure and fiduciary procedures.
Client services
Expertise
Occupation focus
Fee options
Negotiable fixed fees up to $2,500 for financial planning services.
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Hourly fees for financial planning services at $200 per hour.
Fee-only: Financial planning fees charged as negotiable fixed fees up to $2,500 or hourly fees at $200 per hour.
Main office
1450 S. Eagle Flight Way, Suite 110
Boise ID 83709
Advisors at this office
1
Most active in
Idaho · Minnesota · Montana · Nevada · Oregon · Texas · Washington
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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