About Victrix Investment Advisors
We work with clients that value a financial advisor that helps them reach their financial goals.
Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals.
We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
See Disclosures
General Information
Firm Start Year
2021
No. of Employees
2-4
CRD#
5639897
Firm CRD#
167517
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
20
Number of Years with Current Firm
1
Work Experience
Young brings over 20 years of experience in the financial services industry, with expertise in broad levels of risk management. His past experience includes principal owner and agent for the Young Park, CPCU State Farm agency in Honolulu, HI.
Prior to joining King Tide Advisors, he was a top performing Relationship Manager where he managed over $45 million in client/household assets. Young provides expertise in the area of Life insurance needs and Long term care risk/solutions as well as comprehensive financial planning and investment management strategies. He also served as a Financial Advisor/Branch Manager at a military affiliated Federal Credit Union. Young also led a group of advisors as a Wholesaler.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
10+
Firm's Number of Planning Clients
10+
Firm's Number of Managed Clients
10+
Advisor's Number of Clients
50
Advisor's Number of Managed Clients
50
Advisor's Number of Planning Clients
20
Assets Managed by Advisor
$30,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Fee % Based on Assets
Varies
Education
Bachelor of Arts - Marketing and Management
Ursinus College
08/01/1998 -05/15/2002
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891408/financialplanners-Victrix-Investment-Advisors-detailed-disclosure.html
Disclaimer
King Tide Advisors is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 772-233-2052 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from KTA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.