Deschutes Investment Consulting, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Deschutes Investment Consulting, LLC is a registered investment advisor founded in 2011 and owned by MacGregor Hall. The firm primarily serves institutional clients, such as corporate pension and profit-sharing plans, by providing retirement plan consulting, investment due diligence, market analysis, provider searches, fee benchmarking, and regulatory compliance consulting. Deschutes Investment Consulting acts as an investment manager under federal retirement plan rules, holding discretionary or non-discretionary control over investment selections and asset allocation models within corporate retirement plans. In addition to plan-level consulting, the firm offers employee education and participant investment advice, helping individuals select diversified portfolios aligned with their risk tolerance. The firm also manages private investment funds for qualified clients and provides quarterly market reviews and fiduciary investment reviews. Deschutes Investment Consulting manages billions in assets and uses Charles Schwab & Co. and Fidelity Brokerage Services as its primary custodians.

Assets Under Management$2.9B
Clients493
Advisors8
Avg. per Client$5.9M
Avg. per Advisor$360M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Asset-based fees range from 0.05% to 1.25% of plan assets depending on project scope and duration. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

8 Advisors at this firm

Deschutes Investment Consulting, LLC - Fees, AUM & Advisors | TrueAdvisor