Vista Capital Partners, INC.
Assets Under Management
$2.7B
Number of Clients
642
Number of Advisors
21
Average Client AUM
$4.2M
AUM per Advisor
$129.5M
Compensation
Fee-Only (AUM)
About This Firm
Vista Capital Partners is a fee-only advisor focusing on investment and wealth management for clients with over $2,000,000. They use index funds to maximize long-term returns by minimizing costs and taxes. They also advise on retirement planning, concentrated positions, college savings, and charitable giving, working with other advisors to develop comprehensive wealth management plans.
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 generally negotiable and may vary from the schedule listed. Institutional clients have a different fee schedule.
Fee Estimator
Vista's fees are negotiable and may vary from the standard schedule. The fees are based on a percentage of assets under management. Institutional clients have a different fee schedule. Fees are billed quarterly in arrears, and can be directly debited from client accounts with authorization. Fees do not include brokerage commissions, transaction fees, or other costs incurred by the client. A minimum of $2 million of assets is generally required to commence an engagement, but this may be waived.
Areas of Practice
Location
9755 SW Barnes Road, Suite 595, Portland, OR, 97225