Lindsey Williams is a registered investment advisor at Vista Capital Partners, INC., based in Portland, OR, with 20 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 642 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees are generally negotiable and may vary from the schedule listed. Institutional client fee schedule is also available.
Fee Estimator
Location
9755 SW Barnes Road, Suite 595, Portland, OR, 97225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lindsey works as a sales associate at Pottery Barn, a retail store selling housewares and home furnishings, since 2004. This takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Vista Capital Partners, INC.
State Registrations1 state
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