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Gary Tromm

15 Years of Experience
San Antonio, TX
Broker

Gary Tromm is a registered investment advisor at Victory Capital Management INC., based in San Antonio, TX, with 15 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,558 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Investment management only (planning not offered)

Victory Capital Management's fees are based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy and the size of the account. Fees may be negotiable in certain situations. VCM may also agree to fixed fee arrangements. VCM may impose minimum account sizes and minimum annual fees. The fees for investment management of mutual funds, ETFs and other pooled investment vehicles are different from the fees for separate accounts. Some accounts may also pay performance-based fees.

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Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Victory Capital Management INC.
January 2021 - Present · 5 yrs 4 mos
Victory Capital Services, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
April 2013 - January 2018 · 4 yrs 9 mos
USAA Investment Management Company
November 2012 - May 2013 · 6 mos
USAA Financial Advisors, INC.Broker
October 2010 - July 2019 · 8 yrs 9 mos
State Registrations52 states
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Exams
No exam information available for this advisor.