KB
KB

Katherine Meryl Backus

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
642 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.01%
$2.0M - $5.0M0.01%
$5.0M - $10.0M0.01%
$10.0M - $20.0M0.00%
$20M+0.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9755 SW Barnes Road, Suite 595, Portland, OR, 97225

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Vista Capital Partners, INC.
February 2022 - Present · 4 yrs
Previous Registrations
Fisher Investments
December 2017 - February 2022 · 4 yrs 2 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Katherine Meryl Backus - Financial Advisor | TrueAdvisor