VW
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Victoria Wiggins

8 Years of Experience
Dublin, OH
1 Disclosure

Victoria Wiggins is a registered investment advisor at Oneseven, based in Dublin, OH, with 8 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5100 Parkcenter Ave, Unit 120, Dublin, OH, 43017

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History

Regulatory History (1)
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Criminal
May 2019
Final Disposition
Employment History
Current Registrations
Oneseven
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Mgo One Seven
May 2023 - August 2023 · 3 mos
Jrp Capital CORP
April 2018 - December 2023 · 5 yrs 8 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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