Quest Investment Management, LLC

CRD#110640
Investment Advisor Firm

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Learn more about Quest Investment Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Quest Investment Management, LLC is located at 5335 Meadows Rd, Lake Oswego, OR. The firm employs 9 financial advisors to manage client portfolios and provide financial guidance. Quest Investment Management, LLC is not a registered broker-dealer.

    Quest Investment Management, LLC oversees $1.5 billion in assets under management across 80 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and the publication of newsletters. The firm caters to a diverse range of investors, including retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and corporations. The fee structure at Quest Investment Management, LLC includes asset-based, fixed, and performance-based fees. The largest client type by accounts is pension plans, and the firm has 11 high net worth clients.

    Quest Investment Management, LLC is registered in the states of California, Oregon, and Washington.

    Assets Under Management

    $1.5 billion

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    5335 Meadows Rd
    Lake Oswego, OR 97035

    Quest Investment Management, LLC by the Numbers

    Total Assets Under Management

    $1.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    80

    National Average: 375,227
    Average Account Size

    $19.0 million

    National Average: $23.0 thousand
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    Products and Services

    Quest Investment Management, LLC provides a number of financial services, which can include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. However, Quest Investment Management, LLC did not provide financial planning services to any of its customers in the last financial year. It does not sell products or offer services aside from investment advisory services to its investment advisory accounts.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice typically vary depending on which service is provided. Fees charged by Quest Investment Management, LLC likely include any blend of the following fee structures: asset-based, fixed, or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company manages money for a number of different investors. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations, and other. Out of its 8 clients, Quest Investment Management, LLC's biggest client type by number of accounts is pension plans, but it also manages money for 11 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 13.75%
    • Other Individuals - 11.25%
    • Corporations - 72.5%
    • Charitable Organizations - 2.5%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Quest Investment Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Quest Investment Management, LLC

    Bradley Carter
    Lake Oswego, OR
    Jon Bettendorf
    Lake Oswego, OR
    Douglas Goebel
    Lake Oswego, OR
    Cameron Johnson
    Lake Oswego, OR
    Monte Johnson
    Lake Oswego, OR

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