CB
ChFC
CB
ChFC
Carl Burnham
18 Years of Experience
Bend, OR
1 DisclosureMay Earn Commission
Carl Burnham is a ChFC-designated registered investment advisor at Deschutes Investment Consulting, LLC, based in Bend, OR, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 493 clients with $2.9B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
493 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$2.9B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Asset-based fees range from 0.05% to 1.25% of plan assets depending on project scope and duration. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
300 SW Columbia Street, Suite 101, Bend, OR, 97702
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2018Withdrawn
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
NFP Securities, INC.
March 2008 - October 2011 · 3 yrs 7 mos
State Registrations2 states
ORTX
Advisor
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.
Exams
No exam information available for this advisor.
More Advisors
- Chad Staskal, CFP, ChFCMercer Global Advisors INC.
- Riley Thoubboron, CFPFpfoco
- Antoinette Laferriere, CFPFocus Partners Wealth, LLC
- Mary Ericksen, CFPFocus Partners Wealth, LLC
- John Kelly, CFPRiverpath Investments LLC
- Gina Patterson, CFPStratos Wealth Partners, LTD