Victory Wealth Management (VWM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. VWM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. VWM generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$28M
Clients24
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $20.0M | 0.80% |
| $20M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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