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
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
Areas of Practice
Location
53 North Main Street, Mullica Hill, NJ, 08062