Vista Capital Partners Review


Trust Score 85%
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Vista Capital Partners, federally registered in 2001, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 12 advisors. Vista Capital Partners manages $1 billion and provides investment advisory services for 461 clients (1:39 advisor/client ratio).

Vista Capital Partners requires a $2,000,000 minimum investment and charges a blended rate between 0.95% and % for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 39 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 17 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $2,000,000
Minimum Annual Fee $18,000
Average Account AUM $2,961,980
Hybrid Advisor No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:39
Headquarters Portland, OR
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 0.95%
$1,000,001 to $5,000,000 0.85%
$5,000,001 to $10,000,000 0.70%
$10,000,001 to $20,000,000 0.50%
$20,000,001+ 0.30%
Below $+ %


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