Jeffrey Stuermer
Jeffrey Stuermer is a registered investment advisor at Peregrine Asset Advisers, INC., based in Bend, OR, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northline Wealth Management's annual advisory fee is a percentage of the value of your investments. The specific percentage can range from 0.25% up to 1.5%, and is negotiable. The fee is calculated at the end of the previous quarter and billed at the beginning of each quarter. There may also be a $100 annual account service fee.
Location
15 SW Colorado Ave, Suite 4, Bend, OR, 97702
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business Activities
Jeffrey is a managing member/owner of Rose Allen Ranch, LLC, a hay and cattle ranch, dedicating a few hours per week to it. He is also a general partner in Plateau Capital Partners, LLC, a farm equipment financing company, spending minimal time on it.
Employment History
Current Registrations
Peregrine Asset Advisers, INC.
Previous Registrations
Mutual Securities, INC.Broker
Mutual Securities, INC.Broker
Northline Wealth Management LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.