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Justin Victor

Advisor at HSC Wealth Advisors

Updated today
HSC Wealth Advisors logo

Firm

HSC Wealth Advisors

Location

Forest, VA 24551-4744

Credentials

CFP®, Series 66

Industry experience

20 years

About

Justin Victor is a CFP® professional with 20 years of industry experience, currently serving at HSC Wealth Advisors since 2008. He holds the Series 66 designation and is based in Forest, VA. Outside of financial advising, he is a member of DRV Construction and a partner in Moneywise Partners, LLC. HSC Wealth Advisors offers personalized financial planning and discretionary investment management to a diverse client base including individuals, families, trusts, and small businesses. The firm emphasizes diversified portfolios, periodic rebalancing, and comprehensive client education as part of its investment approach.

Client services

Based on HSC Wealth Advisors

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on HSC Wealth Advisors

General retirement planning Cash flow / budgeting General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Fixed

Some annual fixed fee agreements based on complexity of work, especially when asset management is not the primary service

Percentage

$0 - $2,000,000: 1.00% annually $2,000,000 - $4,000,000: 0.8% annually $4,000,000 - $6,000,000: 0.7% annually $6,000,000 - $10,000,000: 0.6% annually $10,000,000 - $25,000,000: 0.5% annually $25,000,000+: 0.4% annually

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, exceptions may apply Fee-only: Fee-only financial planning and investment management; no commissions or sales of financial products

Location

1563 Crossings Centre Drive, Suite 100

Forest, VA 24551-4744

Most active in

Virginia

Work history

HSC Wealth Advisors

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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