Fees and Services

We are fee-based. This simply means that Victory Creek Investment Services charges an annual fee for our suite of services and our "tailored to you" investment strategy.

The advisory fees are typically deducted quarterly in arrears from your investment account.

Below is a chart of our Annual Investment Advisory Fees for both Team-Directed & Advisor-Directed Accounts.

ALL-IN Fee for Team-Directed Portfolio Accounts

MONEY WE MANAGE & ANNUAL ALL-IN FEE

Up to $250,000
1.45%

$250,000 - $500,000
1.35%

$500,000 - $1,000,000
1.25%

$1,000,000 - $2,000,000
1.15%

$2,000,000 and up
Negotiable

ALL-IN Fee for Advisor-Directed Portfolio Accounts

MONEY WE MANAGE & ANNUAL ALL-IN FEE

Up to $250,000
1.65%

$250,000 - $500,000
1.50%

$500,000 - $1,000,000
1.40%

$1,000,000 - $2,000,000
1.30%

$2,000,000 and up
Negotiable