
Victor
Schramm
Victor Schramm, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Victor Schramm founded his fee-only investment advisory firm, Victor Schramm, LLC, in Portland, Oregon, in 2014 to offer low-cost, wholistic financial planning and portfolio management to a wide range of clients. He received the certified fund specialist (CFS) designation in 2013, giving him expertise in mutual fund and ETF-based portfolio construction that has helped him build more efficient investing strategies for clients of any size. He also holds a Series 65 license. Schramm has bachelor's degree in Russian and East European studies from the University of Oregon. Schramm offers both portfolio and wealth management services on an ongoing basis where he manages client assets for a percentage of their assets under management, and he also offers hourly rate financial planning. A fee-only advisor, Schramm either charges 1% of assets under management or $125 an hour. Wholistic financial planning services and 401(k) and 403(b) portfolio management services are free for clients who elect to have Schramm's firm manage their assets. Schramm says his firm's investment philosophy is centered on building global-oriented portfolios and finding growth opportunities at a reasonable price. In addition to building portfolios with low-cost fund investments, Schramm's firm also uses individual stocks and bond investments when appropriate. His firm emphasizes tax efficiency and cost-saving strategies. To manage risk in client portfolios, he uses risk-tolerance models based on an in-depth risk profile and he generally avoids using derivatives to hedge risk unless specifically needed. Schramm specializes in serving individuals and high-net-worth individuals. He requires his clients to have a minimum of $20,000 in investable assets. Schramm says he typically communicates with his clients quarterly, though he'll be in touch more often if he's working with a client on in-depth financial planning. Schramm works with clients in three Oregon cities: Portland, Eugene and Silverton.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Advisor Certifications and Licenses
Series 65
Investment Advisory Services
- Retirement Planning
- Investment Planning
- Wealth Management
Victor Schramm Work History
Victor Schramm, LLC
Disclosures
Please visit the SEC profile of Victor Schramm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
