Firm
Fort Vancouver Investment Management
Vancouver, Washington
Fee-only
Facts
| Based in | Vancouver, Washington |
|---|---|
| Website | fortvancouverim.com |
| Phone | (360) 823-0477 |
Fort Vancouver Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.1% percent/year, up to $500,000 AUM." source
"0.5 percent/year for $5+ million AUM." source
"1.1% percent/year, up to $500,000 AUM." source
"We serve families with an average of $1,000,000 in investable assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $237 million |
| Individual clients | 111 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 157019 |