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.
Assets Under Management$100M
Clients271
Advisors5
Avg. per Client$380K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $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
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