Victor Flores is a registered investment advisor at Snowwater Investment Partners, LLC, based in Chappaqua, NY, with 8 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 44 clients with $800M 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 | 1.50% |
Fees may be negotiable. Certain clients may be offered a fixed rate fee schedule. If Snowwater uses independent managers, the total blended fee will not exceed 2.50% annually.
Fee Estimator
Location
Chappaqua, NY
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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.
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Victor is an adjunct part-time professor at St. John's University, teaching students about finance, dedicating about 10-20% of his time. He also serves as a board member on the Black & Hispanic Community Development Board for Quontic Adaptive Digital Bank, spending minimal time on this activity.
Employment History
Current Registrations
Snowwater Investment Partners, LLC
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.Broker
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.