Advisor at Aprio Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aprio Wealth Management, LLC
Location
Rockville, MD 20850
Credentials
CFA®
Industry experience
3 years
Victor Krasij is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. He previously held roles at BNY Mellon Wealth Management and U.S. Trust, Bank of America. Outside of his advisory work, he volunteers on the finance committee of the CFA Society of Washington, DC. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach and offers access to private investment opportunities, managing approximately $2.64 billion across a multi-advisor team.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
111 Rockville Pike, Suite 600
Rockville, MD 20850
Maryland
Aprio Risk Management, LLC
2023 - Present (3 years)
Aprio Advisory Group
2023 - Present (3 years)
Aprio Wealth Management, LLC
2023 - Present (3 years)
Bny Mellon Wealth Management
2018 - 2023 (5 years)
U.S. Trust, Bank of America
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Accountant / CPA / tax prep
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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
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
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