Small Victories Wealth manages investment portfolios and offers financial planning services. Financial planning covers cash flow, debt management, college savings, employee benefits, insurance, investments, retirement, risk management, and tax strategies. Services are tailored to individual client needs and goals.
Assets Under Management$3.7M
Clients13
Advisors1
Avg. per Client$290K
Avg. per Advisor$3.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.3M | 0.75% |
| $1.3M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be negotiable in certain cases. Investment Management Services are available for Clients participating in our Ongoing Comprehensive Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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