Gunnar Marino is a registered investment advisor at Peregrine Asset Advisers, INC., based in Bend, OR, with 3 years of industry experience. Gunnar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northline Wealth Management's annual advisory fee is a percentage of the value of your investments. The specific percentage can range from 0.25% up to 1.5%, and is negotiable. The fee is calculated at the end of the previous quarter and billed at the beginning of each quarter. There may also be a $100 annual account service fee.
Location
Bend, OR
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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.
Learn about disclosures →Employment History
Current Registrations
Peregrine Asset Advisers, INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.