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Victor Veprauskas

5 Years of Experience
Davenport, IA

Victor Veprauskas is a registered investment advisor at Abundance Financial Coaching, LLC, based in Davenport, IA, with 5 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.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.23%
$500K - $1.0M0.85%
$1.0M - $2.0M0.70%
$2.0M - $8.0M0.65%
$8.0M - $10.0M0.45%
$10M+0.40%

These fees are for Efficient Advisor. Abundance Financial Coaching receives a portion of this fee. The total fee paid by clients of our firm will not exceed 1.23% annually and is reduced to a lower percentage for households exceeding certain thresholds of assets being managed.

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

1840 E. 54th Street, Davenport, IA, 52807

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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.

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Other Business Activities

Victor is a lawyer.

Employment History
Current Registrations
Abundance Financial Coaching, LLC
August 2020 - Present · 5 yrs 9 mos
State Registrations1 state
MI
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.