Jonathan Kyle Metz

Deschutes Investment Consulting, LLC

8 Years of Experience

1 DisclosureMay Earn Commission

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Deschutes Investment Consulting, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

334 clients

Average Client Portfolio

$7.4M average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

One-Time Plan:$2,500 - $500,000

Hourly Rate:$250 - $350/hr

Location

200 SW Market Street, Suite 550, Portland, OR, 97201

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History

Regulatory History (1)

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Criminal

January 2008

Final Disposition

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Employment History

Current Registrations

Deschutes Investment Consulting, LLC

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Aldrich Wealth LP

February 2020 - January 2022 · 1 yr 11 mos

Vanguard Marketing CorporationBroker

December 2016 - October 2019 · 2 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.