Jon Bettendorf
Jon Bettendorf is a registered investment advisor at Quest Investment Management, LLC, based in Lake Oswego, OR, with 15 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. 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% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fee schedule combines Retail Large Cap Equity, Retail CAAS, Institutional Large Cap Equity, and Conservative Capital Asset Allocation Strategy fees. Fees are negotiable.
Fee Estimator
Location
5 Centerpointe Dr, Suite 590, 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
Previous Registrations
Washington Capital Management INC
State Registrations1 state
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