Victoria Peaper is a registered investment advisor at Inlet Private Wealth, LLC, based in Jupiter, FL, 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 High Net Worth, Investment Management. Their firm serves 121 clients with $610M 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 | 1.00% |
The annual portfolio management fee is 1.00% of assets under management. Fees are negotiable based on client circumstances, account value, and complexity. Household accounts may be combined.
Fee Estimator
Location
116 Intracoastal Pointe Dr., Suite 400, Jupiter, FL, 33477
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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
Inlet Private Wealth, LLC
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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