Loren Deshon is a registered investment advisor at Northwest Asset Management, based in Mercer Island, WA, with 27 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
Location
2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040
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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.
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Loren is a part owner of Grand Aero, LLC, dedicating about 10-20% of their time outside of trading hours. Loren is also a member of the Board of Trustees for San Juan Golf & Tennis Club, spending a few hours per week on building maintenance.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Morton Clarke INC
State Registrations3 states
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