Timothy Cooper
Timothy Cooper is a registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 17 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
200 SW Market Street, Suite 550, Portland, OR, 97201
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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 →Other Business ActivitiesSells Insurance
Timothy is a Senior VP of Employee Benefits at Brown & Brown Northwest since 2013, an insurance agency/brokerage/consulting firm. His duties include sales, consulting, and service of employee benefit plan clients (life and health insurance), taking more than full-time hours per month, with full-time hours during trading hours.
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
Previous Registrations
Financial Telesis, INC.
Kms Financial Services, INC
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.
Exams
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