Victor Escarcega
Victor Escarcega is a registered investment advisor at Strategic Advisers LLC, based in Commerce City, CO, with 6 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Commerce City, CO
Get directionsHistory
Regulatory History (1)
Financial
August 2020Other Business Activities
Victor owns and operates "I paint Lemons", where he creates and sells oil paintings, dedicating a few hours per week. He is also the sole proprietor of Victory Road Technologies, a small technology company, spending about a quarter of his time as a software engineer and programmer. Additionally, Victor works at In-N-Out Burger as a store associate for about half his time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
State Registrations53 states
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