Victor Belfiore is a registered investment advisor at Mariner Wealth, based in Bellevue, WA, with 26 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
11225 SE 6th St, Suite 260, Bellevue, WA, 98004
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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 →Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Cabin Securities, INC.Broker
Kcd Financial, INC.Broker
Coastal Equities, INC.Broker
Wealthforge Securities, LLCBroker
Pinnacle Capital Securities, LLCBroker
Cabin Securities, INC.Broker
Crescent Securities Group, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Banc of America Securities LLCBroker
State Registrations1 state
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