Victory Wealth Management offers investment advice and portfolio management services. They manage client portfolios on an individualized basis, allowing clients to impose restrictions. Services include discretionary managed accounts and non-discretionary portfolio development and allocation services. Fees are negotiable and can be based on a percentage of assets or an hourly rate. Todd Raymond Sorensen owns the majority of the firm.
Assets Under Management$69M
Clients79
Advisors1
Avg. per Client$880K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $750K | 1.00% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
As an alternative to the percentage-based fee, clients can negotiate a flat annual fee between $2,500 and $8,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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