Laura Jean Fallon-burns

CFP

Deschutes Investment Consulting, LLC

12 Years of Experience

May Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Deschutes Investment Consulting, LLC

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

Location

200 SW Market St, #550, Portland, OR, 97201

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Laura is a licensed insurance agent. More details would be needed to provide a more complete summary.

Employment History

Current Registrations

Deschutes Investment Consulting, LLC

November 2013 - Present · 12 yrs 3 mos

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.