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Fort Vancouver Investment Management, LLC

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Client assets under management

$235,608,190

Clients

193

42% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

48

Typical

Average account size

$1,220,768

About

Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser that provides discretionary investment management and retirement planning to individuals, families, trusts and other account types, typically serving individual and high-net-worth clients and generally requiring $500,000 to establish an advisory relationship (waivers possible). The firm offers ongoing portfolio management across multiple account registrations and a standalone, flat-fee retirement planning engagement that produces a written report of analysis and recommendations.

FVIM’s investment approach is grounded in Modern Portfolio Theory and an evidence-based framework, building broadly diversified portfolios primarily with ETFs and institutional no-load mutual funds (including funds from DFA, Vanguard, Avantis, BlackRock and Schwab) and avoiding individual stocks or bonds except when specifically appropriate. Portfolios are monitored and rebalanced, with tax-aware management (asset location, tax-loss harvesting, timing of gains and Roth conversions when suitable), and financial planning is included for clients who engage the firm for investment management.

Several operational and disclosure practices distinguish FVIM from many peers: a principal has an ownership interest in a separate tax advisory business (Tributa Tax & Accounting) to which the firm may refer clients without receiving referral fees, and the firm follows ERISA-specific procedures and provides a written “Retirement Advice Disclosure” when advising on rollovers. FVIM primarily uses Charles Schwab Institutional and its rebalancing tools, notes that access to certain institutional funds (such as some DFA offerings) may depend on maintaining an advisory relationship, does not accept commissions or soft-dollar benefits, and generally does not vote client proxies or permit client-directed brokerage.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Roth conversion strategy General retirement planning Wealth management

Fee options

Fixed

$3,000 flat fee for Retirement Planning services, negotiable and may be waived if ongoing management is engaged

Percentage

$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

Other

Account minimum: $500,000 Fee-only: Fee-only investment advisory firm, no commissions or referral fees

Main office location

Fort Vancouver Investment Management, LLC

1601 Officers Row

Vancouver WA 98661, United States

Number of offices

1

Most active in

California · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrea S

CFP®, Series 65

Vancouver, WA

Fort Vancouver Investment Management, LLC

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.

Tax-loss harvesting Roth conversion strategy General retirement planning Wealth management
user avatar

Matthew E

CFP®, Series 65

Vancouver, WA

Fort Vancouver Investment Management, LLC

Matthew Ebeling is a CFP® with 18 years of industry experience. He has worked at Fort Vancouver Investment Management, LLC since 2016 and previously spent nine years at Fisher Investments. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser serving individual and high-net-worth clients with discretionary investment management and retirement planning. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, using broadly diversified portfolios primarily composed of ETFs and institutional no-load mutual funds.

Tax-loss harvesting Roth conversion strategy General retirement planning Wealth management
user avatar

Holly B

Series 65

Vancouver, WA

Fort Vancouver Investment Management, LLC

Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients.

Tax-loss harvesting Roth conversion strategy General retirement planning Wealth management
user avatar

Robert P

CFP®, Series 66

Vancouver, WA

Fort Vancouver Investment Management, LLC

Robert Pool is a CFP® with 23 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2011. He holds the Series 66 designation and works out of Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients engaged in investment management.

Tax-loss harvesting Roth conversion strategy General retirement planning Wealth management
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