Matt Ebeling
Fort Vancouver Investment Management, LLC
1601 Officers Row
Vancouver, WA 98661
3608230477
About Fort Vancouver Investment Management, LLC
As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours.
Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.
See Disclosures
General Information
Firm Start Year
2011
No. of Employees
5-9
CRD#
5382212
Firm CRD#
157019
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
22
Number of Years with Current Firm
7
Work with the following types of clients
Individual Investors
Advisory Services Provided
Money Management, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Firm Information
Assets Managed by Firm
$150,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Additional Details on Charges
1.1% per annum, up to $500,000 AUM. 0.9% per annum, $500,000 to $1 million AUM. 0.7% per annum for $1 million to $5 million AUM. 0.5% per annum for $5+ million AUM.
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891354/rothira-Fort-Vancouver-Investment-Management,-LLC-detailed-disclosure.html
Disclaimer
FVIM is a registered investment advisor with the Securities and Exchange Commission. FVIM may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.