NW
CFP

Nicole Marie Wilson

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
21 advisors
Number of Clients
642 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.90%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10.0M - $20.0M0.45%
$20M+0.30%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement PlanningCharitable Giving
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Advisor Information

Office location

9755 SW Barnes Road, Suite 595, Portland, OR, 97225

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nicole is a licensed Certified Public Accountant in Oregon since March 2018.

Employment History
Current Registrations
Vista Capital Partners, INC.
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Human Investing
January 2020 - August 2022 · 2 yrs 7 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Nicole Marie Wilson - Financial Advisor | AdvisorDiscover