Victor Gil is a CFA-designated registered investment advisor at Iadvise Partners, based in New York, NY. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 15 clients with $190M 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 $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
747 Third Avenue, Ste. 34B, New York, NY, 10017
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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
Victor is the CEO and a real estate broker for iAdvise Real Estate LLC, focusing on property management since 2015. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Iadvise Partners
Previous Registrations
Iadvise Partners
State Registrations1 state
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