Victory Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,288,182
Total clients
79
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
79
Average account size
$877,066
Client services
Portfolio management
Fee options
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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Victory Wealth Management, LLC
1592 11 Th Street, Suite A
Reedley CA 93654, United States
Number of offices
1
Forms ADV
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