JM
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 (1)
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Criminal
January 2008Final Disposition
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Aldrich Wealth LP
February 2020 - January 2022 · 1 yr 11 mos
Vanguard Marketing CorporationBroker
December 2016 - October 2019 · 2 yrs 10 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.