TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
CB
ChFC
CB
ChFC
Carl Von Hoffmann Burnham
Deschutes Investment Consulting, LLC
17 Years of Experience
1 Disclosure
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Investment Management
Deschutes Investment Consulting, LLC
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
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
One-Time Plan:
$2,500 - $500,000
Hourly Rate:
$250 - $350/hr
Loading...
Location
200 SW Market Street, Suite 550, Portland, OR, 97201
Get directions
History
Regulatory History (1)
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 2018
Withdrawn
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
NFP Securities, INC.
March 2008 - October 2011 · 3 yrs 7 mos
State Registrations
2 states
OR
TX
Advisor
Exams
No exam information available for this advisor.