Lindsey Williams is a registered investment advisor at Vista Capital Partners, INC., based in Portland, OR, with 21 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 667 clients with $3.2B 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. Institutional client schedule has lower rates starting at 0.75% for the first $2,000,000.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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