Victoria Wilk
Victoria Wilk is a registered investment advisor at Mutual Advisors, LLC, based in Manhattan Beach, CA, with 16 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
1419 Highland Ave., Manhattan Beach, CA, 90266
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Victoria is a founder/designer for a French home design and decor business and a marketing consultant for small businesses. She also owns/manages rental property and is an independent insurance agent, though she currently dedicates no time to the insurance business.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Mutual Securities, INC.
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
First Allied Advisory Services, INC.
Ira Wealth Management
First Allied Securities, INC.Broker
First Allied Securities, INC.
Waddell & Reed, INC.
Waddell & Reed, 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.