Victory Wealth Services (VWS) offers financial planning and investment management. VWS provides asset management, financial planning, and wealth management services. VWS may use sub-advisors to manage client accounts. VWS also holds seminars and workshops to educate the public. VWS does not sell insurance, but its Managing Member is an independent insurance agent.
Assets Under Management$45M
Clients163
Advisors4
Avg. per Client$280K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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