Victor Boltniew
Victor Boltniew is a registered investment advisor at Solid Rock Investment Advisory LLC, based in Cleveland, TN, with 17 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, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
1510 Stuart Rd Ne, Ste 204C, Cleveland, TN, 37312
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
Victor is the owner/agent of Tennessee Valley Retirement Solutions, selling life, health, long-term care, annuities, and Medicare supplements since 2004. This takes about 10-20% of Victor's time, with a few hours per week during trading hours.
Employment History
Current Registrations
Solid Rock Investment Advisory LLC
Previous Registrations
Capital Retirement Planning, LLC
Capital Asset Advisory Services, LLC
American Investment Services
Envision Investment Advisors, LLC
Envision Investment Advisors, LLC
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.