Douglas Goebel
Douglas Goebel is a CFA, CFP-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, Retirement Planning. 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% |
| $25M+ | 0.60% |
Retail large cap equity schedule shown. Retail conservative capital asset allocation strategy charges 0.40% on all assets. 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
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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