How firms in Oregon charge for their services, based on Form ADV disclosures.
Percentage of AUM240 firms · 44%
Subscription fees133 firms · 24%
Hourly charges114 firms · 21%
Performance-based fees33 firms · 6%
Other: ANNUAL ACCOUNT FEE1 firms · 0%
Other: A PERCENTAGE OF ASSETS TO WHICH WE CONSULT1 firms · 0%
Other: AS NEGOTIATED WITH CLIENT1 firms · 0%
Other: AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT1 firms · 0%
Other: ASSETS ADVISED BUT NOT MANAGED1 firms · 0%
Other: % ASSETS UNDER ADVISEMENT1 firms · 0%
Other: % BASIS PT. ON PORTFOLIO VALUE1 firms · 0%
Other: CO-ADVISOR & REFERRAL FEES1 firms · 0%
Other: CONSULTING1 firms · 0%
Other: FINANCIAL PLANNING -- FLAT OR HOURLY FEES1 firms · 0%
Other: NEGOTIABLE PROJECT RELATED FEES1 firms · 0%
Other: NEGOTIATED CONSULTING FEE1 firms · 0%
Other: NET WORTH FEES1 firms · 0%
Other: PERCENTAGE OF CAPITAL COMMITTMENTS1 firms · 0%
Other: PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.1 firms · 0%
Other: SERVICE FEE1 firms · 0%
Other: THIRD PARTY ADVISER/MANAGER FEES1 firms · 0%
Other: THIRD PARTY ADVISER REFERRAL FEES1 firms · 0%
Other: THROUGH BUMPED INC. SPONSORS ASSOCIATED WITH THE LOYALTY PROGRAM1 firms · 0%
Other: ADMINISTRATION FEE1 firms · 0%
Other: $50 ACCOUNT TERMINATION FEE1 firms · 0%
Other: $100 ANNUAL SERVICE FEE1 firms · 0%