MG
MG

Matthew Goska

9 Years of Experience
San Antonio, TX
Broker

Matthew Goska is a registered investment advisor at Victory Capital Management INC., based in San Antonio, TX, with 9 years of industry experience. Matthew 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.

Loading...

Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Victory Capital Services, INC.
November 2023 - Present · 2 yrs 6 mos
Victory Capital Management INC.
November 2023 - Present · 2 yrs 6 mos
Victory Capital Services, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Russell Investments
March 2017 - November 2023 · 6 yrs 8 mos
Russell Investments Financial Services, LLCBroker
February 2017 - November 2023 · 6 yrs 9 mos
State Registrations20 states
ALARGAIAILINKSKYLAMIMNMOMSNEOHPATNTXWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.