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, including retirement plan consulting, investment due diligence, market analysis, provider search and fee benchmarking, personalized participant education and advice, and regulatory compliance consulting. They provide discretionary and non-discretionary services.

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
Areas of Practice
Retirement PlanningInvestment Management
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Location

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

8 Advisors at this firm

Deschutes Investment Consulting, Llc | TrueAdvisor