How does the advisor help clients – Key Takeaways:
Victory Capital Management Inc. (VICTORY) is a financial advisory firm that offers a wide array of services for its clients. The firm primarily focuses on helping clients manage their wealth and investments, but also offers financial planning and other related services. VICTORY has a team of experienced and knowledgeable advisors who are dedicated to providing personalized and tailored solutions for each client’s unique financial goals and needs.
Facts and Insights:
As of 2021, VICTORY has over $246 billion in assets under management (AUM) and employs over 1,100 financial advisors. The firm was founded in 2013 and has already established itself as a leader in the financial advisory industry. VICTORY has a strong track record of helping clients achieve their financial goals and has received numerous industry awards and recognition for its services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2013 | $246 billion | over 1,100 |
Financial Services Offered:
VICTORY offers a range of financial services to help clients manage and grow their wealth. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and insurance solutions. VICTORY’s advisors work closely with clients to understand their unique financial situations and create customized strategies to help them achieve their financial goals.
Client Types:
VICTORY serves a diverse range of clients, including individuals, high net worth individuals, families, corporations, and institutions. The firm’s advisors have the expertise to cater to the needs of each client, regardless of their financial status or goals.
Fees & Compensation:
VICTORY’s fees and compensation structure are transparent and based on the services provided to clients. The firm charges a percentage of AUM for investment management services, and a flat fee for financial planning and other services. VICTORY’s advisors do not receive commissions, ensuring that their recommendations are always in the best interest of the client.
Background:
VICTORY was founded by a team of experienced financial professionals with a shared passion for helping individuals and institutions achieve their financial goals. The firm takes a client-centric approach and believes in building long-term relationships with its clients based on trust, communication, and excellent service.
Financial Advisor Disclosures to Know:
As a registered investment advisor, VICTORY is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean disciplinary record and takes great care to ensure that its advisors act in the best interest of their clients at all times.
In conclusion, VICTORY CAPITAL MANAGEMENT INC. is a reputable financial advisory firm that offers comprehensive services to help clients manage and grow their wealth. With a strong track record and a team of knowledgeable advisors, VICTORY is a top choice for individuals and institutions looking for trusted and personalized financial solutions.