Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GPA typically charges high net worth clients a fee ranging from 0.20% to 0.50% of assets under management. Some clients pay more or less depending on factors like account size, services provided, and total assets managed for related clients. Fees may be negotiable if assets under management exceed a stated amount. Fees are payable monthly or quarterly in arrears.
Areas of Practice
Advisor Information
Office location
6650 SW Redwood Lane, Suite 365, Portland, OR, 97224
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Deanne is a sole proprietor of Woodring One, LLC (since 2009) and Woodring Two, LLC (since 2005), both real estate holdings/investment companies. She also serves on the Short Term Fund Board for the State of Oregon, dedicating minimal time to this role.