Victory Wealth Partners

Assets Under Management

$102.6M

Number of Clients

271

Number of Advisors

5

Avg. Portfolio per Client

$378K

Avg. Managed per Advisor

$20.5M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Victory Wealth Partners offers retirement plan services to plan sponsors, and financial planning and portfolio management to individuals and businesses. Financial planning covers cash flow, retirement, education, tax, and estate planning. Investment management is offered on a discretionary basis. Victory Wealth Partners may recommend third-party investment managers.

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1000K1.00%
$1.0M - $2.0M0.85%
$2.0M - $4.0M0.75%
$4M+0.75%

Fees are negotiable for accounts over $4,000,000. The firm may assess an annualized asset-based fee up to 2.00% if the aggregated account values are less than $50,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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Location

53 North Main Street, Mullica Hill, NJ, 08062

5 Advisors at this firm

Victory Wealth Partners | TrueAdvisor