Victor Cannistra
Victor Cannistra is a registered investment advisor at Cannistra Financial Advisors INC., based in Mount Kisco, NY, with 4 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 81 clients with $56M 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 $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for assets over $1,000,000.
Fee Estimator
Location
43 Kensico Drive, Mount Kisco, NY, 10549
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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 President of Victor J. Cannistra, CPA, PC, a certified public accounting firm, managing its operations. This activity is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Cannistra Financial Advisors INC.
State Registrations1 state
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