Victoria Cannon is a registered investment advisor at Optima Capital LLC, based in Liberty, MO, with 1 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, Investment Management. Their firm serves 614 clients with $290M 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 | 1.50% |
Annual fee will not exceed 1.50%. Fees may be negotiable or waived at Optima Capital's discretion.
Fee Estimator
Location
1201 Landmark Ave., Suite 1, Liberty, MO, 64068
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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 works as a Client Executive at Premier Network since May 2024, focusing on taxes and insurance. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Optima Capital LLC
State Registrations1 state
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