Gina Jacobson is a CFP-designated registered investment advisor at Vision Capital Management INC, based in Portland, OR, with 9 years of industry experience. Gina 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 →Other Business Activities
Gina is a 23.33% owner of McKenzie Investment Group, LLC, along with her parents and siblings, since 2020. The company acquires real property to hold for long-term appreciation, and Gina is a non-managing member dedicating minimal time to the business.
Employment History
Current Registrations
Vision Capital Management INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Waddell & Reed
Waddell & ReedBroker
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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