Victor Tassone
Victor Tassone is a registered investment advisor at Api Financial Advisors, LLC, based in Gilbert, AZ, with 8 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $85M 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 | 1.95% |
Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.
Fee Estimator
Location
4111 S. Silverado Ct., #75, Gilbert, AZ, 85297
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
Victor works as an insurance producer for Symmetry Financial since January 2024. This takes about a quarter of Victor's time.
Employment History
Current Registrations
Api Financial Advisors, LLC
Previous Registrations
Vt Wealth Advisory LLC
Vt Wealth Advisory LLC
Esi Financial Advisors
Equity Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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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