Victory Financial Group provides financial planning, consulting, and investment management services. They manage client investment portfolios using mutual funds, exchange-traded funds, individual debt and equity securities, alternative investments, and independent investment managers. Victory tailors its advisory services to meet the needs of its individual clients and seeks to ensure client portfolios are managed in a manner consistent with those needs and objectives.
Fee Structure
Victory Financial Group offers investment management and wealth management services for an annual fee based on the amount of your portfolio. This fee varies between 0.50% and 1.50%, depending on the size and composition of your portfolio, and the type and amount of services rendered. The investment advisor representatives determine the fee charged to the client, so clients can pay a higher fee than another representative would charge under similar circumstances. If a third-party independent manager is engaged for the management of your assets, this fee shall be inclusive of any third-party independent management fees. Clients for whom Victory manages held-away assets through their third-party platform shall be charged up to an additional 0.30% platform fee.