Victoria Crosby is a registered investment advisor at The Institute, based in Seattle, WA, with 34 years of industry experience. Victoria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 817 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The maximum annual fee is generally 2.00% of assets under management, though certain clients may agree to higher fees in limited circumstances.
Fee Estimator
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.
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
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.
Exams
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