Victoria
Burress
Austin Asset
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About this Advisor
Victoria Burress is a certified financial planner based in Austin, Texas with 2 years of relevant experience. Burress currently works for Austin Asset. Throughout their career, Burress has worked at Charles Schwab & Co., Inc, Fat Dragon, Foster'S Grill, Charles Schwab Bank and Austin Asset. Burress has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Texas. Austin Asset is a business operating out of Austin, TX. The company has a total of 22 employees. It administers $1 billion in assets under management among its 2,095 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves 13 charitable organizations. Of its 2,095 accounts, 69% are held by high-net-worth individuals who have more than $1 million in investable assets. Austin Asset offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management vary depending on which services are provided. Fees billed by Austin Asset likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Austin Asset Brokerage Details
$1,265,576,615
22
2,095
$604,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Victoria Burress Work History
Victoria has been registered as a financial advisor for 2 years.*
Austin Asset
Charles Schwab Bank
Charles Schwab & Co., Inc
Fat Dragon
Foster'S Grill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Victoria Burress to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Austin Asset
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
