Victoria Boswell
Victoria Boswell is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Tampa, FL, with 29 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, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
1550 W. Cleveland, Tampa, FL, 33606
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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
Victoria is an independent insurance agent since 2015. This activity is not investment-related and takes a few hours per week, all during securities trading hours.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Stephens Consulting, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Eagle Asset Management INC
Eagle Fund Distributors, INC.Broker
Wood Asset Management INC
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Usallianz Investor Services, LLCBroker
Wachovia Securities Financial Network, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.