Victor Joffe
Victor Joffe is a registered investment advisor at Monex Asset Management, INC., based in San Antonio, TX, with 34 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 547 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monex Asset Management's fees generally range from 0.25% to 2.00% of the value of your portfolio per year, depending on the size of the portfolio, services requested, and portfolio assets. In addition, there is an annual maintenance fee from $180.00 to $200.00 per account. Fees are paid quarterly. Employee-related accounts may have lower fees.
Location
18756 Stone Oak Parkway, San Antonio, TX, 78258
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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 ActivitiesSells Insurance
Victor works as an investment adviser and insurance broker/analyst at Monex Asset Management, Inc. Since 2015, he spends about a quarter of his time on the sale of insurance products and managing client portfolios.
Employment History
Current Registrations
Monex Asset Management, INC.
Monex Securities, INC.Broker
Previous Registrations
Monex Asset Management, INC.
Southwest Securities, INC.
Southwest Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ibc InvestmentsBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Intercontinental Consultants, L.L.C.
Intercontinental Asset Management Group, LTD.Broker
State Registrations3 states
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.