Victor Sonnier
Victor Sonnier is a registered investment advisor at Fmsa, based in Delray Beach, FL, with 23 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M 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 $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2012Employment Separation After Allegations
December 2007Other Business ActivitiesSells Insurance
Victor is involved in independent insurance sales through Financial Management Services of America LLC, taking about 10-20% of his time. He also owns self-serve car washes and rental property through Property Management Services of Lafayette LLC, dedicating minimal time to this.
Employment History
Current Registrations
Fmsa
Previous Registrations
Fmsa
Oxford Asset Management, LLC
Sws Financial Services
American General Securities Incorporated
State Registrations4 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.