Fort Vancouver Investment Management (FVIM) is a fee-only firm that manages investments and offers retirement planning. FVIM's investment approach is based on Modern Portfolio Theory, using diversified exchange-traded funds (ETFs) and mutual funds. FVIM develops personalized investment strategies and monitors them to align with clients’ long-term goals. FVIM does not sell financial products or accept commissions.
Assets Under Management$240M
Clients194
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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