Advisor at Tactical Tax Wealth Management
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Firm
Tactical Tax Wealth Management
Location
Phoenix, AZ 85028
Credentials
Series 63, Series 65
Industry experience
6 years
Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has six years of industry experience. Victor is co-founder and vice president of CSI Financial Group, an insurance marketing organization, and is involved in several related business activities including life and health insurance sales and life settlement brokerage. Tactical Tax Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and businesses, offering discretionary investment management combined with financial planning and tax- and estate-planning coordination. The firm employs a mix of long-term strategies and tactical trades, using fundamental and technical analysis, and incorporates various investment vehicles including private investments and structured products.
Based on Tactical Tax Wealth Management
Based on Tactical Tax Wealth Management
Based on Tactical Tax Wealth Management
Fixed fees may range from $1,000 to $10,000 per project depending on service complexity.
$0 - $500,000: Negotiated rate as per Investment Management Agreement $500,000 - $1,000,000: Negotiated rate as per Investment Management Agreement $1,000,000 - $2,000,000: Negotiated rate as per Investment Management Agreement $2,000,000 - $3,000,000: Negotiated rate as per Investment Management Agreement $3,000,000+: Negotiated rate as per Investment Management Agreement
Certain Financial Advisors receive commissions from insurance product sales; commissions vary and do not offset advisory fees.
Hourly rates generally range from $150 to $250 per hour.
Minimum fee: Some Financial Advisors establish minimum fees; total fee not to exceed 2.00% annually depending on account size and minimum annual fee. Fee-only: Fixed fees ranging from $1,000 to $10,000 per project; hourly fees from $150 to $250 per hour.
2990 E. Northern Avenue, Suite D106
Phoenix, AZ 85028
Arizona · Arkansas · Texas
Tactical Tax Wealth Management
2023 - Present (3 years)
Tactical Tax and Estate Planning
2017 - Present (9 years)
CSI Financial Group
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63
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Series 63, Series 65
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Series 63, Series 65
Scottsdale, AZ
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Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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