Matthew Sheets is a CFP-designated registered investment advisor at Vision Capital Management INC, based in Portland, OR, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 1,800 clients with $1.2B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fixed-income schedule: 0.50% on first $1M, 0.375% on next $4M, 0.30% on next $5M, 0.25% over $10M (minimum fee $2,500). Vision Vaxa Dynamic Portfolios schedule: 0.50% on first $1M, 0.20% over $1M (no minimum fee). Fees are negotiable.
Fee Estimator
Location
4380 S Macadam Avenue, Suite 350, Portland, OR, 97239
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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 →Employment History
Current Registrations
Vision Capital Management INC
Previous Registrations
Mercer Global Advisors INC.
Sigma Investment Management Company
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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