Victoria Crosby is a registered investment advisor at The Institute, based in Seattle, WA, with 33 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 817 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Location
4020 E Madison St, Suite 210, Seattle, WA, 98112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Victoria is a registered representative with DMK Advisor since 2017, spending a few hours per week assisting the producing manager. She also conducts advisory business through The Institute for Wealth Management.
Employment History
Current Registrations
The Institute
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Institute for Wealth Advisors, INC.
Sowell Management Services
International Assets Advisory, LLCBroker
Dinosaur Financial Group, L.L.CBroker
Concert Wealth Management
Northwest Asset Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.