Victoria Wiggins is a registered investment advisor at Oneseven, based in Dublin, OH, with 7 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
5100 Parkcenter Ave, Unit 120, Dublin, OH, 43017
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Regulatory History (1)
Criminal
May 2019Employment History
Current Registrations
Oneseven
Previous Registrations
Mgo One Seven
Jrp Capital CORP
State Registrations1 state
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