Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management. The specific fee schedule depends on the type of portfolio (equity, balanced, fixed-income, or Vision Vaxa Dynamic Portfolios). There is also an Eleemosynary fee schedule for certain clients. Other fees may include brokerage charges and transaction fees.
Areas of Practice
Advisor Information
Office location
4380 S Macadam Avenue, Suite 350, Portland, OR, 97239
Get directionsRegulatory 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
Sarah works as a photographer for Oregon State University football through Mid Valley Media. This non-investment related activity takes a few hours per week during football season and no time during trading.