Robert Stuermer is a registered investment advisor at Peregrine Asset Advisers, INC., based in Bend, OR, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northline Wealth Management's annual advisory fee is a percentage of the value of your investments. The specific percentage can range from 0.25% up to 1.5%, and is negotiable. The fee is calculated at the end of the previous quarter and billed at the beginning of each quarter. There may also be a $100 annual account service fee.
Location
15 SW Colorado Ave, Ste 4, Bend, OR, 97702
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Peregrine Asset Advisers, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.