Victoria Morin
Victoria Morin is a registered investment advisor at Aries Wealth Management, LLC, based in Portland, ME, with 2 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 203 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
These fees apply to the Asset Management service. The Comprehensive Portfolio Management service has a different fee schedule: 1.35% on assets from $250,000 to $1,000,000 and 0.85% on assets over $1,000,000. Fees are negotiable.
Fee Estimator
Location
70 Center Street, 2nd Floor, Portland, ME, 04101
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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 →Other Business ActivitiesSells Insurance
Victoria is a licensed resident insurance producer in Maine, specializing in life and health insurance since 2020. This activity is investment-related.
Employment History
Current Registrations
Aries Wealth Management, 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.