Deschutes Portfolio Strategies

Deschutes Portfolio Strategies (CRD# 155424) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $949,250,123 in 721 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    949
    MILLION
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $1,316,574
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, DE, ID, IL, KS, NJ, NV, NY, OH, OR, TX, UT, WA

Financial Advisors at Deschutes Portfolio Strategies
Showing 1 - 8 of 8 top financial advisors.
1
Eric A. Boughton
CRD#: 4575239
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Eric Boughton (CRD# 4575239) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 17 years of experience in the finance industry.

2
Axel H. Flichtbeil
CRD#: 2445072
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Axel Flichtbeil (CRD# 2445072) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 23 years of experience in the finance industry.

3
Bryn Torkelson
CRD#: 1026464
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Bryn Torkelson (CRD# 1026464) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 35 years of experience in the finance industry.

4
Andrew C. Hedges
CRD#: 6146670
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
90
Wealthminder
score

Andrew Hedges (CRD# 6146670) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 5 years of experience in the finance industry.

5
Rebecca Y. Wei
CRD#: 6317707
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
90
Wealthminder
score

Rebecca Wei (CRD# 6317707) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has 1 year of experience in the finance industry.

6
Deirdre S. Hochberg Higdon
CRD#: 6437688
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
88
Wealthminder
score

Deirdre Hochberg Higdon (CRD# 6437688) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 3 years of experience in the finance industry.

7
Niklas H. Torkelson
CRD#: 6462864
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
87
Wealthminder
score

Niklas Torkelson (CRD# 6462864) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 2 years of experience in the finance industry.

8
Daniel C. Sholian
CRD#: 1035932
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035
83
Wealthminder
score

Daniel Sholian (CRD# 1035932) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 35 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.