SQ
CFP
SQ
CFP

Sarah Wesley Quist

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,743 clients
Average Client Portfolio
$616K average
Assets Under Management
$1.1B

Fee Structure

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Location

4380 S Macadam Avenue, Suite 350, Portland, OR, 97239

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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.

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Other Business Activities

Sarah works as a photographer for Oregon State University football through Mid Valley Media. This non-investment related activity takes a few hours per week during football season and no time during trading.

Employment History
Current Registrations
Vision Capital Management INC
July 2005 - Present · 20 yrs 7 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.