Advisor at Victory Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Victory Wealth Management, LLC
Location
Reedley, CA 93654
Credentials
CFA®, Series 63
Industry experience
27 years
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
Victory Wealth Management
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Selma, CA
Merrill
Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.
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