TrueAdvisor
TrueAdvisor
MH
MH

Macgregor Bruce Hall

Deschutes Investment Consulting, LLC
25 Years of Experience
2 DisclosuresMay Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Deschutes Investment Consulting, LLC
Compensation
Commission-BasedFee-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

Location

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

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History

Regulatory History (2)
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Customer Dispute
February 2018
Withdrawn
Customer Dispute
February 2018
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Deschutes Investment Advisors, INC.
March 2006 - November 2011 · 5 yrs 8 mos
Deschutes Investment Advisors, INC.
January 1999 - December 2004 · 5 yrs 11 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.