Victus Capital Wealth offers investment advisory services to individuals and other client types. As a fiduciary, Victus Capital Wealth aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include comprehensive portfolio management and retirement plan consulting. The firm utilizes third-party investment advisors to aid in the implementation of investment portfolios.
Assets Under Management$250M
Clients190
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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