Questions and answers about VictorWealth

Here’s what you need to know before getting started.

How much does VictorWealth cost?

How much does VictorWealth cost?

There are no trading fees, transaction fees, or rebalancing fees. VictorWealth offers simple pricing based on your account balance. You’ll pay a flat advisory fee of 1% per year calculated monthly in arears based on your account balance. The minimum account is $100,000.

What does VictorWealth do?

What does VictorWealth do?

Once you tell us about yourself, the VictorWealth team will suggest an investment strategy and handle the day-to-day management of your account, including trading and investing your contributions.

Who may open a VictorWealth account?

Who may open a VictorWealth account?

You must be at least 18 years old and a resident of the U.S. to open a VictorWealth account.

What kind of investment can I expect to find in my account ?

What kind of investment can I expect to find in my account ?

Your account will hold a combination of domestic stocks, foreign stocks, bonds, and/or exchange traded funds (ETFs). 

Who chooses my investment?

Who chooses my investment?

The day‐to‐day investment and trading decisions in your VictorWealth account will be handled by VictorWealth, a registered investment advisor. For additional information, see About Us.

What if I have a question that isn't answered here?

What if I have a question that isn't answered here?

Please feel free to contact us during our business hours.

About VictorWealth

What you’ll pay

Opening your account

Funding your account

After your account is open

Your annual strategic review

How your account is invested