Deschutes Investment Consulting, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Deschutes Investment Consulting, LLC offers retirement plan consulting services, including investment due diligence, market analysis, provider search and fee benchmarking, participant education and advice, and regulatory compliance consulting to corporate retirement plan clients. Deschutes Investment Consulting maintains discretion for the selection and ongoing monitoring of investments offered within the retirement plans they advise, including creating and monitoring asset allocation models. They provide clients with ongoing documentation supporting their investment due diligence in a regularly prepared Fiduciary Investment Review report.

Assets Under Management$2.5B
Clients334
Advisors10
Avg. per Client$7.4M
Avg. per Advisor$250M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location

10 Advisors at this firm

Deschutes Investment Consulting, LLC | TrueAdvisor