Oregon Pacific Financial Advisors Inc
Medford, Oregon
5.0
5 Reviews
Oregon Pacific Financial Advisors Inc, based out of Medford, OR, is a trusted local investment advisory firm providing expert financial services. With a team of 5 skilled professionals, they specialize in offering comprehensive investment advisory solutions to their clients. Each advisor at Oregon Pacific Financial Advisors Inc boasts an impressive average of approximately $38,170,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios. Their compensation structure is diverse, offering different options such as a percentage of assets under management, ensuring alignment of intere...
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Assets Under Mgmt

$120.46M

Investment Professionals

5

Locations

2

% 401K & Individual

56%

% Discretionary

84%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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