Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 negotiable.
Fee Estimator
Fees are negotiable. Vista's standard fee schedule is tiered based on assets under management. Institutional client fees are lower than individual client fees. Fees are billed quarterly in arrears and may be directly debited from client accounts with authorization. Fees do not include brokerage commissions, transaction fees, or other costs and expenses.
Areas of Practice
Advisor Information
Office location
9755 SW Barnes Road, Suite 595, Portland, OR, 97225
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
Lindsey works as a sales associate at Pottery Barn, a retail store selling housewares and home furnishings, since 2004. This takes a few hours per week and does not occur during trading hours.