Victus Wealth Management offers personalized investment management and continuous financial planning and consulting services. The firm builds customized portfolios based on each client's goals, time horizon, and risk tolerance, using discretionary authority to make trades on the client's behalf. Victus Wealth Management can also incorporate third-party model portfolios when appropriate. In addition to managing investments, Victus Wealth Management provides ongoing financial planning that covers net worth tracking, cash flow analysis, retirement strategies, long-term investment planning, tax reduction approaches, and estate preservation reviews. The firm primarily serves individuals and high net worth families, operating under a legally required obligation to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are blended across tiers and billed monthly in advance. Related family accounts may be grouped together for householding. Fees are negotiable in certain circumstances.