Viktoria Wilson
Viktoria Wilson is a CFP-designated registered investment advisor at Blackridge Asset Management, LLC, based in Ann Arbor, MI, with 7 years of industry experience. Viktoria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.
Fee Estimator
Location
455 E Eisenhower, Ann Arbor, MI, 48108
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
Viktoria is an investment advisor representative (IAR) with Blackridge Asset Management since 2021, dedicating about a quarter of her time. She also works as an insurance agent selling life insurance, spending a few hours per week, and is the president of Insights Toastmasters of Brighton, dedicating minimal time.
Employment History
Current Registrations
Peak Brokerage Services, LLCBroker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Previous Registrations
MML Investors Services, LLCBroker
State Registrations2 states
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.
Exams
More Advisors
- William HurleyBlackridge Asset Management, LLC
- Joseph Crowley, CFPLido
- Mitchell Lowe, CFPPlante Moran Financial Advisors
- Deborah Krone, CFPMercer Global Advisors INC.
- John Goff, CFPRetirement Income Solutions, INC.
- Tyler Weir, CFPRehmann Wealth