Victoria Waldman
Victoria Waldman is a CFP-designated registered investment advisor at Tru Independence Asset Management, LLC, based in Charlotte, NC, with 8 years of industry experience. Victoria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,059 clients with $340M 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 | 1.50% |
Annual fee ranges up to 1.5% and may include a minimum annual fee that can be waived or discounted at the firm's discretion.
Fee Estimator
Location
1515 Mockingbird Lane, Suite 880, Charlotte, NC, 28209
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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 →Employment History
Current Registrations
Tru Independence Asset Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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
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