Advisor at Victory Wealth Management, LLC
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Firm
Victory Wealth Management, LLC
Location
Reedley, CA 93654
Credentials
CFA®, Series 63
Industry experience
27 years
Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.
Flat fees negotiated, generally range from $2,500 to $8,000 annually; account setup fee $100-$500
$0 - $200,000: 1.25% annually $200,001 - $750,000: 1.00% annually $750,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.6% annually $5,000,001+: 0.5% annually
Commission income on life insurance products sold by representatives
Hourly consulting/advisory rate of $150 per hour
Account minimum: $100,000 Fee-only: Hourly rate of $150 per hour; flat fees range between $2,500 and $8,000 annually; onetime fee generally 4% of new assets allocated or advised on; additional account setup fee $100-$500
1592 11 Th Street, Suite A
Reedley, CA 93654
California
Victory Wealth Management
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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