Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
64 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

VCM generally charges an annual fee based on the assets they manage. The exact percentage depends on the specific investment strategy and the size of your account. Fees may be negotiable in certain circumstances, and accounts within a family or business relationship may be aggregated for fee purposes. VCM may impose minimum account sizes and minimum annual fees. Fees may be waived or reduced for affiliates or employees of VCM.

Areas of Practice
Investment Management
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Advisor Information

Office location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Victory Capital Management INC.
September 2022 - Present · 3 yrs 4 mos
Victory Capital Services, INC.Broker
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2018 - October 2019 · 1 yr
J.P. Morgan Securities LLC Broker
August 2016 - October 2019 · 3 yrs 2 mos
Parkland Securities, LLCBroker
September 2015 - August 2016 · 11 mos
Fsc Securities CorporationBroker
May 2013 - August 2015 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
August 1995 - April 2013 · 17 yrs 8 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Curtis Don Tobler - Financial Advisor | AdvisorDiscover