Assets Under Management
$1.1B
Number of Clients
1,743
Number of Advisors
9
Average Client AUM
$616K
AUM per Advisor
$119.3M
Compensation
Fee-Only (AUM)
Vision Capital Management offers portfolio management and wealth planning services. Portfolio management includes equity, balanced, and fixed-income strategies. Wealth planning covers financial goal setting, retirement planning, and estate planning. They also offer tailored advisory services through Vision Vaxa Dynamic Portfolios.
4380 S Macadam Avenue, Suite 350, Portland, OR, 97239