Menu
Vision Capital Management Inc
Portland, Oregon
5.0
2 Reviews
Vision Capital Management Inc is a local investment advisory firm based out of Portland, Oregon, with one office. With 14 dedicated employees, nine of whom specialize in investment advisory services, Vision Capital Management Inc delivers personalized financial solutions to its clients. The firm maintains an average of approximately $95,580,000 in assets under management per investment advisor, a figure that aligns with the industry average.
At Vision Capital Management Inc, their compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts account for les...see more
Assets Under Mgmt
$860.22M
Investment Professionals
9
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reviews for Vision Capital Management Inc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.