Assets Under Management
$2.7B
Number of Clients
642
Number of Advisors
21
Average Client AUM
$4.2M
AUM per Advisor
$129.5M
Compensation
Fee-Only (AUM)
Vista Capital Partners specializes in investment and wealth management, striving for investment success through a disciplined, repeatable investment philosophy that utilizes index funds. They advise clients on retirement planning, concentrated positions, college savings plans, and charitable giving, working with other advisors to develop a comprehensive wealth management plan.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $20.0M | 0.00% |
| $20M+ | 0.00% |
Fees are generally negotiable.
9755 SW Barnes Road, Suite 595, Portland, OR, 97225