Vista Capital Partners is a fee-only investment advisor based in Portland, Oregon. They specialize in investment and wealth management for clients with over $2,000,000 to invest. Vista uses index funds to maximize long-term returns by minimizing costs and taxes. They also advise clients on retirement planning, concentrated positions, college savings, and charitable giving, working with other professionals in insurance, estate planning, and taxes to develop a comprehensive wealth management plan.
Assets Under Management$2.7B
Clients642
Advisors21
Avg. per Client$4.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
21 Advisors at this firm
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