MH
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
334 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$5M
Financial Planning:Investment management only
Financial Plan Fee:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
Fees are negotiable and may vary based on the scope and duration of services, as well as client size. Asset-based fees range from 0.05% to 1.25% of plan assets. Flat fees range from $2,500 to $500,000 or more. Per-participant fees range from $150 to $250 or more. Hourly fees range from $250 to $350 per hour.
Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information
Office location
200 SW Market Street, Suite 550, Portland, OR, 97201
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2018Withdrawn
Customer Dispute
February 2018Settled
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
March 2011 - Present · 14 yrs 10 mos
Previous Registrations
Deschutes Investment Advisors, INC.
March 2006 - November 2011 · 5 yrs 8 mos
Deschutes Investment Advisors, INC.
January 1999 - December 2004 · 5 yrs 11 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.