Vision Capital Management INC
Assets Under Management
$1.1B
Number of Clients
1,743
Number of Advisors
9
Average Client AUM
$616K
AUM per Advisor
$119.3M
Compensation
Fee-Only (AUM)
About This Firm
Vision Capital Management offers portfolio management and wealth planning services. Portfolio management includes equity, balanced, and fixed-income strategies. Wealth planning covers financial goal setting, retirement planning, and other financial needs. They also offer tailored advisory services through Vision Vaxa Dynamic Portfolios.
Fee Structure
Fees are based on a percentage of assets under management. Specific fee schedules are provided for equity and balanced portfolios, fixed-income portfolios, Vision Vaxa Dynamic Portfolios, and eleemosynary (non-profit) accounts. Other fees may apply. Minimum account size is disclosed in Item 11.
Areas of Practice
Location
4380 S Macadam Avenue, Suite 350, Portland, OR, 97239