VD
CFA
VD
CFA

Victor Deischl

6 Years of Experience
Miami, FL

Victor Deischl is a CFA-designated registered investment advisor at Rubik Capital INC, based in Miami, FL, with 6 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$32.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Rubik Capital charges a percentage of your portfolio's value each year. The exact percentage depends on the amount they manage for you and whether you give them authority to make trades without asking you first. Fees are negotiable for very large accounts. These fees are paid monthly.

For accounts where Rubik Capital has authority to make trades:

  • $250,000 to $2,000,000: 0.75% per year
  • $2,000,001 to $5,000,000: 0.65% per year
  • $5,000,001 to $10,000,000: 0.50% per year
  • Above $10,000,000: Negotiable

For accounts where Rubik Capital needs to ask you before making trades:

  • $250,000 to $5,000,000: 0.85% per year
  • $5,000,001 to $10,000,000: 0.75% per year
  • $10,000,001 to $20,000,000: 0.50% per year
  • Above $20,000,000: Negotiable
Loading...

Location

100 SE 2nd Street, Suite 2000, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

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
Rubik Capital INC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cdr Hollander Asset Management LLC
July 2018 - December 2019 · 1 yr 5 mos
State Registrations1 state
FL
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.