Andrew Victor
Andrew Victor is a registered investment advisor at Tactical Tax Wealth Management, based in Phoenix, AZ, with 6 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 11 clients with $7.4M 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% |
Account fees are negotiated with you depending on the type and complexity of the investment management strategy employed as well as the size of your account(s). Fees may be negotiable at the discretion of Financial Advisors. Fees vary among Financial Advisors.
Fee Estimator
Location
2990 E. Northern Avenue, Suite D106, Phoenix, AZ, 85028
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Andrew is the owner, co-founder, and vice president of CSI Financial Group, an insurance marketing organization, since 2016. He is also a life agent, general lines agent, health agent, and life settlement broker with Tactical Tax and Estate Planning, and involved with Tactical Tax Strategies and Victor Life Design.
Employment History
Current Registrations
Tactical Tax Wealth Management
Previous Registrations
Diversified Financial Advisors
Linsco/private Ledger CORP.
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.