Brandon
Ferree

Becker Capital Management, Inc

CRD#6185167
Investment Advisor
in Portland, OR

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About this Advisor

Brandon Ferree is a financial advisor based in Portland, Oregon, working with Becker Capital Management, Inc. Brandon has previously held positions at Fisher Investments and Becker Capital Management. Brandon has passed the Series 65 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Brandon is part of Becker Capital Management, Inc, which operates out of Portland, Oregon. The firm has 2 offices and 33 employees. The firm manages assets totaling $4.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Becker Capital Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1211 Sw 5Th Avenue Suite 2185
Portland, OR 97204-3740

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Becker Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,613,776,609

OR Average: $1,120,203,312
Total Number of Employees

33

OR Average: 50
Total Number of Accounts

1,893

OR Average: 1,309
Average Account Size

$2,437,283

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brandon Ferree Work History

2024 - Present (0 year)

Becker Capital Management

2013 - Present (11 years)

Fisher Investments

Disclosures

Please visit the SEC profile of Brandon Ferree to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Becker Capital Management, Inc

Tyler Jaglowski
Portland, OR
Breanna Pangares
Portland, OR
Emily Genor
Portland, OR
Tyler Kaluza
Portland, OR
Andrew Murray
Portland, OR
Thomas Mc Conville
Portland, OR
Brandon Ferree
Portland, OR
Ryan Mcaninch
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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