Laura Fallon-Burns
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 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 St, #550, Portland, OR, 97201
Get directionsHistory
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
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
State Registrations2 states
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
More Advisors
- Macgregor HallDeschutes Investment Consulting, LLC
- Aaron Buechel, CFPDeschutes Investment Consulting, LLC
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC
- Reem Rizk-Hunter, CFPColdstream Wealth Management
- Rachel Gustafson, CFPSummit Wealth Group