Advisor at Victory Wealth Management, LLC
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Firm
Victory Wealth Management, LLC
Location
Apopka, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Daniel Basinger is a CFP® professional with 14 years of industry experience. He is the sole advisor at Victory Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at NorthRock Partners and Ameriprise Financial Services, Inc. Basinger maintains an active insurance license in Illinois. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a fiduciary approach, using a combination of fundamental, quantitative, technical, and charting analysis, and offers investment strategies that include long-term trading, options, and private placements.
Based on Victory Wealth Management, LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $8,000,000: 0.90% $8,000,001 - $20,000,000: 0.80% $20,000,001 - AND UP: 0.65%
Fee-only: Asset-based fee schedule as above; no commissions accepted
Apopka, FL
Florida · Illinois · Texas
Victory Wealth Management, LLC
2022 - Present (4 years)
NorthRock Partners
2019 - 2022 (3 years)
Ameriprise Financial Services, Inc.
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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