Douglas Goebel
Douglas Goebel is a CFA-designated registered investment advisor at Quest Investment Management, LLC, based in Lake Oswego, OR, with 32 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 125 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fee schedule combines Retail Large Cap Equity, Retail CAAS, Institutional Large Cap Equity, and Conservative Capital Asset Allocation Strategy fees. Fees are negotiable.
Fee Estimator
Location
5335 Meadows Rd, Suite 400, Lake Oswego, OR, 97035
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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 →Employment History
Current Registrations
Quest Investment Management, LLC
State Registrations1 state
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