Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$180.4M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual advisory fee of $12,000 may be reduced or waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,000
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Contact
Adam David Cornwell
Location
8285 SW Nimbus Avenue, Suite 155, Beaverton, OR, 97008
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2023Settled
Employment History
Current Registrations
North Ridge
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
Vista Capital Partners, INC.
September 2006 - April 2014 · 7 yrs 7 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.
Contact
Adam David Cornwell