Matthew Vance
Matthew Vance is a CFP-designated registered investment advisor at Vergepointe Wealth Management, LLC, based in Lake Oswego, OR, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 111 clients with $280M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR, 97035
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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
Matthew is involved in several business activities, including M&A consulting through Vergepointe Transactions, a CPA and consulting firm (Vergepointe, LLP), and as a general partner for private equity investments through Vergepointe Capital, LLC. He also serves on the board of directors for multiple companies and is a member of SMC Building LLC and Fifteen 400, LLC, which manages office rentals, spending minimal time on this activity.
Employment History
Current Registrations
Vergepointe Wealth Management, LLC
Previous Registrations
Kms Financial Services, INC
State Registrations2 states
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