AB
CFP
AB
CFP
Aaron Buechel
4 Years of Experience
Portland, OR
1 DisclosureMay Earn Commission
Aaron Buechel is a CFP-designated registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 4 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
493 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$2.9B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
200 SW Market Street, Suite 550, Portland, OR, 97201
Get directionsHistory
Regulatory History (1)
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Criminal
May 1992Final Disposition
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Stream Financial Planning
December 2018 - January 2019 · 1 mo
State Registrations1 state
OR
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.
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