Duane Bolinger
Duane Bolinger is a CFP, ChFC-designated registered investment advisor at Eldon Reese Advisory Group, based in Beaverton, OR, with 18 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 302 clients with $59M 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 $100K | 0.80% |
| $100K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10,000,000. When an Outside Manager is used to manage a portfolio, additional fees apply, ranging from 0.00% to 0.75% annually.
Fee Estimator
Location
4900 SW Griffith Dr, Suite 103, Beaverton, OR, 97005
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
Duane sells non-variable insurance products, including fixed life, fixed annuities, and health insurance, dedicating nearly full-time hours to this activity. He also serves as a board member for a youth basketball program, spending minimal time on this role.
Employment History
Current Registrations
Eldon Reese Advisory Group
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Beneficial Investment Services, INC.Broker
State Registrations3 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.