VictorWealth offers investment solutions through top-down stock selection. They provide discretionary investment management services to both institutional and retail clients. For private clients, VictorWealth offers separate accounts that can be invested in a single strategy or multiple strategies, tailored to the client's specific needs. They integrate Environmental, Social, and Governance (ESG) considerations into their research process.
Assets Under Management$85K
Clients5
Advisors1
Avg. per Client$17K
Avg. per Advisor$85K
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation and may vary from the stated schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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