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Victor Falck

1 Year of Experience
Schaumburg, IL
BrokerSells Insurance

Victor Falck is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 1 years of industry experience. Victor 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, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$300K average
Assets Under Management
$944.8M

Fee Structure

WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.

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Location

425 N Martingale Rd, Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Victor works as an associate at SKA Financial Group, specializing in life insurance, annuities, long-term care, and health insurance, dedicating nearly full-time hours to managing client policies. He also owns Falck Soccer Consultancy Services, spending about 10-20% of his time coaching and advising young soccer players.

Employment History
Current Registrations
World Equity Group, INC.Broker
October 2024 - Present · 1 yr 7 mos
World Equity Group, INC.
July 2024 - Present · 1 yr 10 mos
State Registrations3 states
CAUTVA
AdvisorBrokerBoth

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.