Victory Financial Group offers a wide array of financial services, including personalized financial planning, business planning, retirement planning, tax strategies, estate planning, and investment management. Victory Financial Group builds tailored portfolios using mutual funds, exchange-traded funds, and individual securities, often implementing strategies through model portfolios ranging from conservative to aggressive. The firm also utilizes third-party independent managers and third-party platforms to manage held-away assets and retirement plans. Victory Financial Group serves individuals, high-net-worth families, trusts, estates, and business owners, operating with a focus on long-term diversified asset allocation and behavioral financial coaching.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% depending on portfolio size, composition, and services rendered. Third-party manager fees and platform fees may apply.