CB
ChFC
CB
ChFC

Carl Von Hoffmann Burnham

17 Years of Experience
1 DisclosureMay Earn Commission
Areas of Practice
Retirement PlanningInvestment Management
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
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Location

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

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History

Regulatory History (1)
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Customer Dispute
February 2018
Withdrawn
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 Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.