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Yuval Ezer

Foster Victor Wealth Advisors

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About Yuval Ezer

Yuval Ezer is a financial advisor at Foster Victor Wealth Advisors, a registered investment advisor with over $1 billion in assets under management. Yuval is a Chartered Financial Analyst and has been in the industry since 2009. Yuval specializes in providing financial planning and wealth management services to high-net-worth individuals, corporations, and other businesses. Yuval also serves as an advisory board member for ACS Industries, a manufacturing company.

Firm Information

Yuval Ezer is currently registered with Foster Victor Wealth Advisors. Foster Victor Wealth Advisors is a Greenville, SC-based firm with over $2 billion in regulatory assets under management. The firm provides financial planning, portfolio management services for individuals and businesses, and serves a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Foster Victor Wealth Advisors

10 TOY STREET

GREENVILLE, SC 29601

$2.01B

Assets Under Management

16

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yuval Ezer’s Registration & Firm History

SC

02/22/2024 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yuval Ezer.
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