Updated:
Victory Fiduciary Consulting
Victory Fiduciary Consulting is a bank / wealth / trust based in Mullica Hill; the Altss profile covers its classification, headquarters, registration, AUM...
Victory Fiduciary Consulting
Victory Fiduciary Consulting is a wealth management firm based in Mullica Hill, New Jersey. It focuses on clients in North America.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Mullica Hill
Corporate office
Mullica Hill, NJ, United States
Frequently asked questions
What services does the firm provide to retirement plan sponsors?
Victory Fiduciary Consulting advises corporate retirement plan sponsors on fiduciary governance, investment menu construction, and fee benchmarking under ERISA. This is a distinct line of business from private wealth management and positions the firm to serve small-to-midsize business owners for both their personal wealth and their company's employee retirement plan.
How does the firm charge for its services?
As an RIA, Victory Fiduciary Consulting almost certainly charges fees based on a percentage of assets under management, flat retainer fees, or hourly project fees. It does not earn commissions from product sales. The specific fee schedule is disclosed in the firm's Form ADV Part 2, filed with the SEC and available through the Investment Adviser Public Disclosure database. Boutique RIAs in suburban markets often charge a tiered AUM fee starting around 1% annually, declining at higher asset thresholds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: