Victory Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,416,593
Clients
351
Advisors
5
of 5 employees
About
Victory Wealth Partners serves individual clients (including high-net-worth individuals), businesses, and retirement plan sponsors, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm offers implementation through in‑house management, referrals to third‑party investment managers, and assistance with ERISA‑related governance and plan documentation.
The firm’s investment approach combines momentum and fundamental analysis and relies on math‑based investment models and a collaborative investment committee to select and monitor mutual funds and ETFs (including use of Nasdaq Dorsey Wright data). Victory also uses model portfolios, may recommend third‑party managers when appropriate, and incorporates a range of vehicles including mutual funds, ETFs and certain advisor‑managed variable annuity options with downside protection features.
Compared with many peers, Victory routinely provides complimentary educational workshops for participants and retail clients and discloses the use of third‑party promoters who may be compensated for client introductions. Several firm representatives are licensed CPAs who maintain separate accounting and tax practices under separate engagement agreements, a structure the brochure highlights as creating specific disclosure and conflict‑management obligations.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $500 to $5,000
$50,000 - $99,999: 1.50% annually $100,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.85% annually (individual accounts) $1,000,000 - $1,999,999: 0.75% annually (retirement plan sponsors and plan participants) $2,000,000 - $3,999,999: 0.75% annually (individual accounts) $2,000,000 - $3,999,999: 0.50% annually (retirement plan sponsors and plan participants) $4,000,000+: Negotiable
$75 to $250 per hour depending on services and professional
Account minimum: $50,000 Fee-only: Financial planning fixed fees from $500 to $5,000; hourly rates from $75 to $250 per hour
Main office
53 North Main Street
Mullica Hill NJ 08062
Advisors at this office
5
Most active in
Delaware · Florida · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · Pennsylvania · Texas
Also doing business as
Victory Asset Management Co Inc · Victory Asset Management Co., Inc. · Victory Fiduciary Consulting · Victory Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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