VR
VR

Victor Russell

9 Years of Experience

Victor Russell is a registered investment advisor at Acribus Capital LLC, based in Dallas, TX, with 9 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 7 clients with $52M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
7 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$51.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.40%

Fees are negotiable. Public Fixed Income: 0.50% on the value of assets. Alternatives: 2.00% of Client's portfolio of assets billed. Endowment & Foundation and Institutional Clients: First $10,000,000: 0.65%, $10,000,001 to $20,000,000: 0.35%, Above $20,000,000: 0.15%, Public Fixed Income: 0.30% on the value of assets, Alternatives: 1.50 % of Client’s portfolio of assets billed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dallas, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Victor is an adjunct professor at Texas Christian University since 2020, teaching intro to financial management. This takes about 10-20% of his time.

Employment History
Current Registrations
Acribus Capital LLC
April 2024 - Present · 2 yrs
Previous Registrations
Mavros Capital Management, LLC
September 2023 - December 2023 · 3 mos
Mgo Private Wealth, LLC
July 2022 - March 2023 · 8 mos
J.P. Morgan Securities LLCBroker
November 2017 - August 2021 · 3 yrs 9 mos
Portrait Financial
June 2017 - December 2017 · 6 mos
UBS Financial Services INC.
August 2014 - August 2016 · 2 yrs
UBS Financial Services INC.Broker
August 2014 - August 2016 · 2 yrs
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.