Benefits of Working with VictorWealth

Securities owned and controlled by client

Securities owned and controlled by client

Total transparency

Total transparency

No high advisor costs

No high advisor costs

Eliminates hidden fees

Eliminates hidden fees

Portfolios tailored to investors' needs

Portfolios tailored to investors' needs

Tax-loss harvesting of individual securities

Tax-loss harvesting of individual securities

Gifting of individual securities

Gifting of individual securities

No phantom taxes (often found in mutual funds)

No phantom taxes (often found in mutual funds)

No lockup periods

No lockup periods

No sales or commissions

No sales or commissions

Investment in socially responsible stocks only

Investment in socially responsible stocks only