Vici Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vici Advisors LLC serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering financial planning and a selection-of-other-advisers model rather than direct portfolio management. The firm reports no assets under management and states it does not take custody or exercise investment discretion on client accounts.
Rather than managing investments in-house, Vici directs clients to third‑party advisers for implementation and says it recommends long‑term trading strategies; financial planning engagements are delivered as standalone plans with no ongoing reporting by default. Clients can impose investment restrictions, but the firm reserves the right to end relationships if restrictions prevent proper service.
The brochure highlights several features that differ from many independent advisers: Vici does not provide portfolio management for individuals, does not charge percentage‑of‑AUM advisory fees, and is compensated via fee‑sharing arrangements with third‑party managers. The firm also discloses that its principal maintains other business interests, a potential time‑allocation conflict the firm states it seeks to mitigate.
Client services
Expertise
Fee options
Fee-only: Fixed fees ranging from $500 to $10,000 depending on scope and complexity of financial planning services
Main office
Linwood NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Vici Advisors LLC · Vici Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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