LF
CFP
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 St, #550, Portland, OR, 97201
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laura is a licensed insurance agent. More details would be needed to provide a more complete summary.
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
November 2013 - Present · 12 yrs 2 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.