LF
CFP
LF
CFP

Laura Fallon-Burns

12 Years of Experience
May Earn CommissionSells Insurance

Laura Fallon-Burns is a CFP-designated registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 334 clients with $2.5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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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.

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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 5 mos
State Registrations2 states
ORWA
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.