Victor Bekhet is a registered investment advisor at Victorwealth, LLC, based in San Francisco, CA, with 18 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 5 clients with $85K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation and may vary from the stated schedule.
Fee Estimator
Location
50 California St, Ste 1500, San Francisco, CA, 94105
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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 a property manager for privately owned rentals, handling renting, rent collection, maintenance, and tenant communication since 2010. This takes about 35-50 hours per month, with no time spent during securities trading hours.
Employment History
Current Registrations
Victorwealth, LLC
Previous Registrations
Shenouda Capital Management LLC
Morgan Stanley Smith Barney LLC
Chase Investment Services CORP.
Shenouda Capital Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.