Philip Glenn Sherman

CFP

Deschutes Investment Consulting, LLC

10 Years of Experience

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Firm Information

Deschutes Investment Consulting, LLC

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.

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Areas of Practice

Retirement PlanningInvestment Management

Advisor Information

Office location

200 SW Market Street, Suite 550, Portland, OR, 97201

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Regulatory 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.