Victor Gersten
Victor Gersten is a CFP-designated registered investment advisor at Cross Border Wealth Advisors, based in San Diego, CA, with 12 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 18 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,001 are negotiable.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
Regulatory History (1)
Financial
September 2020Other Business Activities
Victor is involved in three outside business activities. He provides vacation rental management solutions, in-home assistance to individuals, and teaches business classes as an adjunct professor, dedicating about 10-20% of his time to each activity.
Employment History
Current Registrations
Cross Border Wealth Advisors
Previous Registrations
Origin Financial
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
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.