Victoria Coleman is a registered investment advisor at Your Ia, LLC, based in Clearwater, FL, with 21 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.80% |
Your IA reserves the right to amend the total advisory fee charged on a case-by-case basis. The IAR may choose not to assess an advisory fee upon our discretion.
Fee Estimator
Location
601 Cleveland St, Suite 501-18, Clearwater, FL, 33755
Get directionsHistory
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 ActivitiesSells Insurance
Victoria sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. She also refers clients for health insurance and sells group health and term life insurance, dedicating minimal time to these activities. Victoria also dedicates significant time to business management, administrative support, and event planning.
Employment History
Current Registrations
Your Ia, LLC
Previous Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations2 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.