Victoria Capella
Victoria Capella is a registered investment advisor at Hilltop Securities Asset Management, LLC, based in Dallas, TX, with 10 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $32B 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 $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100.0M - $250.0M | 0.10% |
| $250.0M - $500.0M | 0.06% |
| $500M+ | 0.04% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201
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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
Victoria is a swim instructor, Amazon affiliate marketer, notary public, resume writer, and Doordash driver. These activities take about a quarter of Victoria's time seasonally for swim instruction, a few hours per week for Amazon affiliate marketing, minimal time for notary services, minimal time for resume writing, and about a quarter of her time for Doordash.
Employment History
Current Registrations
Hilltop Securities Asset Management, LLC
Hilltop Securities INC.
Momentum Independent Network INC.Broker
Hilltop Securities INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Funds Distributor, 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.