Victor Medina
Victor Medina is a CFP-designated registered investment advisor at Palante Wealth Advisors, LLC, based in Pennington, NJ, with 10 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 102 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.67% |
Discounts may be offered to family members and friends of associated persons. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
230 West Delaware Avenue, Pennington, NJ, 08534
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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 ActivitiesSells Insurance
Victor is the managing attorney and owner of Medina Law Group, LLC, providing estate planning and administration services, dedicating nearly full-time hours to this endeavor. He also owns Medina Financial, LLC and is licensed to sell life and health insurance, spending about 10-20% of his time on this business.
Employment History
Current Registrations
Palante Wealth Advisors, LLC
State Registrations2 states
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