Terrence Daniel is a registered investment advisor at Vista Capital Partners, INC., based in Portland, OR, with 6 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 642 clients with $2.7B 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees are generally negotiable and may vary from the schedule listed. Institutional client fee schedule is also available.
Fee Estimator
Location
9755 SW Barnes Road, Suite 595, Portland, OR, 97225
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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
Terrence is a football coach at Central Catholic High School, spending about a third of his time on this role. He also works as a product model for Baseballism and is a board member for the University of Oregon Black Network, dedicating minimal time to each.
Employment History
Current Registrations
Vista Capital Partners, INC.
Previous Registrations
Key Investment Services LLCBroker
Park Avenue Securities LLCBroker
State Registrations1 state
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