Victoria Shubert is a registered investment advisor at Bull Harbor Capital LLC., based in Bethesda, MD, with 27 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 912 clients with $340M 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 | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD, 20814
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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 board member of the Hanover County Council of PTAs since July 2023, focusing on education. This involves check signing and funds disbursement, taking minimal time outside of business hours.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Citigroup Global Markets INC.Broker
Brown Brothers Harriman & CO.Broker
Citigroup Global Markets INC.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.