Andrea Silbernagel
Advisor at Fort Vancouver Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fort Vancouver Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98661
Credentials
CFP®, Series 65
Industry experience
3 years
Andrea Silbernagel is a CFP® and Series 65-licensed advisor with Fort Vancouver Investment Management, LLC, where she has worked since 2022. She has three years of industry experience and previously worked at Clive Financial Services and Clark College. Outside of her advisory role, Silbernagel owns Tributa Tax & Accounting LLC, where she provides bookkeeping and tax preparation services. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered firm serving individuals, families, and trusts, typically requiring $500,000 to establish an advisory relationship. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on diversified portfolios primarily using ETFs and institutional no-load mutual funds, with tax-aware management and integrated financial planning.
Based on Fort Vancouver Investment Management, LLC
Based on Fort Vancouver Investment Management, LLC
$3,000 flat fee for Retirement Planning services, negotiable and may be waived if ongoing management is engaged
$0 - $500,000: 1.1% per annum $500,000 - $1,000,000: 0.9% per annum $1,000,000 - $5,000,000: 0.7% per annum $5,000,000+: 0.5% per annum
Account minimum: $500,000 Fee-only: Fee-only investment advisory firm, no commissions or referral fees
1601 Officers Row
Vancouver, WA 98661
California · Oregon · Texas · Washington
Fort Vancouver Investment Management, LLC
2022 - Present (4 years)
Clive Financial Services
2018 - 2022 (4 years)
Clark College
2016 - 2021 (5 years)
Tributa Tax & Accounting LLC
2013 - Present (13 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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