Victrix Investment Advisors offers investment advice through consultations, including both discretionary and non-discretionary asset management. They work with clients to determine their financial goals, risk tolerance, and investment objectives, creating a financial outline and investment plan. Victrix also provides financial planning and retirement plan consulting on an hourly fee basis. They act as fiduciaries, prioritizing client interests.
Assets Under Management$310M
Clients445
Advisors7
Avg. per Client$700K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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