Victory Financial Services LLC provides tailored investment management and financial planning services to individuals, high net-worth individuals, and business entities. Founded in 2018 and based in Medina, Ohio, the firm builds personalized investment portfolios using tactical asset allocation strategies, focusing on technical analysis and active management. Victory Financial offers comprehensive financial planning covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, college savings, employee benefits optimization, and risk management. The firm operates as a registered investment adviser with the State of Ohio and acts legally in the best interest of its clients when providing advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Annual advisory fees are negotiable, pro-rated, and paid in advance on a monthly basis.