Erik Wald is a registered investment advisor at Quest Investment Management, LLC, based in Lake Oswego, OR, with 1 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. 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% |
| $25M+ | 0.60% |
Retail large cap equity schedule shown. Retail conservative capital asset allocation strategy charges 0.40% on all assets. Fees are negotiable.
Fee Estimator
Location
5 Centerpointe Dr, Suite 590, Lake Oswego, OR, 97035
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 →Employment History
Current Registrations
Quest Investment Management, LLC
State Registrations1 state
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
- Douglas Goebel, CFA, CFPQuest Investment Management, LLC
- Bradley Carter, CFAQuest Investment Management, LLC
- Nikolaas Schuurmans, CFAWaverly Advisors, LLC
- Claudia Porter, CFPRfg Advisory, LLC
- Kimberly Perreira, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Donald Mattersdorff, CFAD. Mattersdorff LLC