Flat-Fee Financial Advice
Typically you pay a financial advisor a percentage of your assets or an asset fee and basically get asset management and a few other services. In addition you’ll most likely pay other hidden fees that can prevent you from reaching your goals and living your ideal life.
Perhaps you’ve felt gouged by an asset fee that requires you to pay more for the same service just because you have more money. “If it doesn’t cost any more to manage my $5M portfolio than it does to manage a $1M portfolio, why am I paying so much more?” It’s a good point.
If you’re like most affluent people, you don’t mind paying your fair share, but it may annoy you when you discover that you are paying more to subsidize the people who pay less. Are you subsidizing your advisor’s business so they can afford to serve clients who pay less?
When you work with Victory Wealth Services you get an entire team of financial professionals who all work in harmony to help you reach your goals for the reasons that are important to you. This financial “dream team” is comprised of Certified Financial Planners (CFP®), Asset Managers, Certified Public Accountants (CPA), Attorneys, Insurance Experts, and dedicated support staff.
We believe that you are better served by paying a fixed flat-fee for our advice and service rather than a percentage of your assets, regardless of your net worth. As you can see, we do so much more for you than just investment management. We will get your entire financial house in perfect order and help you keep it that way, for the rest of your life!
Securities and investment advisory services are offered through The Freedom Experience, Inc. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Wealth Management, Inc., a licensed insurance agency, doing business as Victory Wealth Services in Arizona. Product and feature availability may vary by state.
• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF