Vincent Siewit is a registered investment advisor at Small Victories Wealth, based in San Jose, CA, with 4 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 13 clients with $3.7M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.3M | 0.75% |
| $1.3M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be negotiable in certain cases. Investment Management Services are available for Clients participating in our Ongoing Comprehensive Financial Planning.
Fee Estimator
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Vincent Siewit is an Account Executive at Tableau Software, dedicating nearly full-time hours to this role during trading hours.
Employment History
Current Registrations
Small Victories Wealth
State Registrations2 states
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