Victory Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Victory Financial provides investment management and comprehensive financial planning to individuals and high-net-worth clients and also works with corporations and other businesses. The firm offers business-planning consulting and plan-level services for employer-sponsored retirement plans in addition to household financial planning and portfolio management.
The firm’s investment approach is tactical asset allocation informed primarily by technical analysis, implementing portfolios of individual stocks and ETFs and actively rebalancing to pursue sector and market opportunities. Portfolios are managed on a discretionary basis and the firm may employ short positions using inverse or leveraged ETFs as tactical hedges; it also serves plan sponsors in a non-discretionary 3(21) consulting capacity and conducts participant education.
What distinguishes the firm from many peers is its combination of corporate clients and pension consulting alongside retail advisory work, and its regular use of educational seminars and one‑on‑one workshops for plan participants. The firm maintains a concentrated client base and is led by a principal with a CPA designation, which informs its emphasis on business planning and tax-aware advice.
Client services
Expertise
Fee options
Financial planning fixed fee: ranges between $500.00 and $5,000.00 depending on complexity
$0 - $500,000: 1.10% $500,000 - $1,000,000: 0.70% $1,000,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.25% $10,000,000+: 0.15%
$250.00 per hour (financial planning hourly fee)
Account minimum: $150,000.00 (can be waived or lowered at firm's discretion)
Main office
3637 Medina Rd, Suite 345 C
Medina OH 44256
Advisors at this office
1
Most active in
Ohio
Also doing business as
Schnelzer, Gregory David · Victory Financial Services · Victory Financial Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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