Victor Heetai is a CFP-designated registered investment advisor at The Capital Chart Room, LTD, based in Fort Worth, TX, with 3 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, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 65 clients with $400M 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 $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Standard fee schedule for The Chartered Portfolio Program. Fees are negotiable. TCCR may aggregate the portfolios of family members in computing fee breakpoints.
Fee Estimator
Location
2821 West 7th Street, Suite 550, Fort Worth, TX, 76107-8912
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Capital Chart Room, LTD
State Registrations1 state
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