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 Services, INC.Broker
August 2019 - Present · 6 yrs 5 mos
Victory Capital Management INC.
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
USAA Investment Management Company Broker
March 2018 - July 2019 · 1 yr 4 mos
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
October 2016 - January 2018 · 1 yr 3 mos
USAA Investment Management Company
January 2015 - October 2016 · 1 yr 9 mos
USAA Investment Management Company Broker
September 2014 - October 2016 · 2 yrs 1 mo
USAA Financial Planning Services
March 2013 - February 2015 · 1 yr 11 mos
USAA Investment Management Company
February 2011 - March 2013 · 2 yrs 1 mo
USAA Financial Advisors, INC.Broker
January 2011 - July 2019 · 8 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.