JM
JM
Jonathan Metz
8 Years of Experience
1 DisclosureMay Earn Commission
Jonathan Metz is a registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 8 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 334 clients with $2.5B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location
200 SW Market Street, Suite 550, Portland, OR, 97201
Get directionsHistory
Regulatory History (1)
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Criminal
January 2008Final Disposition
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
April 2022 - Present · 4 yrs
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
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.