Victor Berlizov is a registered investment advisor at Cottonwood Capital Advisors, based in Plano, TX. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 204 clients with $290M 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.30% |
| $7.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Cottonwood Capital Advisors’ typical fee schedule within the PPS Custom program. All Cottonwood Capital Advisors advisory program fees are negotiable.
Fee Estimator
Location
5960 W Parker Rd, Ste 278-135, Plano, TX, 75093
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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 →Employment History
Current Registrations
Cottonwood Capital Advisors
State Registrations1 state
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