Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
642 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.01%
$2.0M - $5.0M0.01%
$5.0M - $10.0M0.01%
$10.0M - $20.0M0.00%
$20M+0.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9755 SW Barnes Road, Suite 595, Portland, OR, 97225

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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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Employment History
Current Registrations
Vista Capital Partners, INC.
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cable Hill Partners, LLC
June 2018 - February 2022 · 3 yrs 8 mos
Fisher Investments
July 2013 - September 2016 · 3 yrs 2 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.