Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.10% to 1.50% annually, based on the market value of assets under management. Some clients may be offered a fixed fee. Fees are typically paid quarterly, in advance. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.50% annually.
Areas of Practice
Advisor Information
Office location
Fairfield, CT
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Victor is an adjunct part-time professor at St. John's University, teaching students about finance, dedicating about 10-20% of his time. He also serves as a board member on the Black & Hispanic Community Development Board for Quontic Adaptive Digital Bank, spending minimal time on this activity.