Deschutes Investment Consulting, LLC
Assets Under Management
$2.5B
Number of Clients
334
Number of Advisors
8
Average Client AUM
$7.4M
AUM per Advisor
$309.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Deschutes Investment Consulting, LLC offers investment advisory and management services. They provide retirement plan consulting services, including investment due diligence, market analysis, provider search and fee benchmarking, personalized participant education and advice, and regulatory compliance consulting. They maintain discretion for the selection and ongoing monitoring of investments offered within retirement plans.
Fee Structure
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
Location
200 SW Market Street, Suite 550, Portland, OR, 97201