Victor Aydt is a CFP-designated registered investment advisor at Aydt Investment Management, INC., based in Evansville, IN, with 27 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 132 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The standard fee is 1.25% annually, but this rate is negotiable. There is a minimum quarterly fee of $25 per account, which may be waived.
Fee Estimator
Location
2552 Waterbridge Way, Evansville, IN, 47710
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Victor is a 100% owner of Victor Aydt, CPA and Aydt Investment Management, Inc. As a CPA, he spends about 10-20% of his time on accounting, tax planning, and return preparation, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Aydt Investment Management, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.