Cade Mcdonald is a registered investment advisor at Victory Financial, based in Austin, TX, with 10 years of industry experience. Cade is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,003 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% depending on portfolio size, composition, and services rendered. Third-party manager fees and platform fees may apply.
Fee Estimator
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
Get directionsHistory
Regulatory History (1)
Criminal
July 2025Employment History
Current Registrations
Victory Financial
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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