Vista Capital Partners is a registered investment advisor based in Portland, Oregon, specializing in investment and wealth management for clients with at least $2,000,000 to invest. Vista focuses on a disciplined, repeatable investment philosophy that utilizes index funds to maximize long-term returns while minimizing costs and taxes. Rather than attempting stock-picking or market-timing, Vista structures diversified portfolios combining U.S. and international stocks, real estate investment trusts, bonds, and cash. Vista also advises clients on retirement planning, college savings, concentrated positions, and charitable giving, while coordinating with clients' tax, estate, and insurance professionals to create a comprehensive wealth management plan.
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. Institutional client schedule has lower rates starting at 0.75% for the first $2,000,000.