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Deidra Krys-Rusoff

7 Years of Experience
Portland, OR

Deidra Krys-Rusoff is a registered investment advisor at Becker Capital Management, INC., based in Portland, OR, with 7 years of industry experience. Deidra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 826 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
826 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Gradation in fees is a function of client assets, the specific products under management, account structure, servicing requirements and any other factors deemed appropriate. BCM may negotiate fee terms and arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1211 SW 5th Avenue, Suite 2185, Portland, OR, 97204-3740

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Becker Capital Management, INC.
September 2018 - Present · 7 yrs 8 mos
State Registrations2 states
ORWA
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.