Mary Kusnic is a registered investment advisor at Victus Capital Wealth, based in Santa Monica, CA, with 25 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 190 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1327 Ocean Avenue, Suite K, Santa Monica, CA, 90401
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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
Mary serves on the board of directors for the Century City Chamber of Commerce, a non-profit organization. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Victus Capital Wealth
Previous Registrations
Beverly Hills Wealth Management, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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