Matthew William Sheets

CFP

Vision Capital Management INC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Vision Capital Management INC

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

1,743 clients

Average Client Portfolio

$616K average

Assets Under Management

$1.1B

Fee Structure

Location

4380 S Macadam Avenue, Suite 350, Portland, OR, 97239

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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.

Employment History

Current Registrations

Vision Capital Management INC

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Mercer Global Advisors INC.

December 2018 - January 2023 · 4 yrs 1 mo

Sigma Investment Management Company

March 2015 - April 2019 · 4 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.