Victoria Ragland is a registered investment advisor at Equity Management, INC., based in St. Louis, MO, with 40 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 2.00% |
Fee is negotiable. Clients are also assessed fees from sponsors of variable annuities (1.35%-1.65%/year). An affiliate company is paid 1.0% yearly for directing trades between sub-accounts.
Fee Estimator
Location
St. Louis, MO
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Victoria is the President of Equity Management, Inc., a registered investment adviser, and Equity Investment Services, Inc., a FINRA member Broker Dealer. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Equity Management, INC.
Previous Registrations
Naples Asset Management CO., LLC
Equity Investment Services, INCBroker
Joseph Charles Hake & Company, INC.Broker
Forsyth Securites, INC.Broker
Joseph Charles Hake & Company, INC.Broker
Huntleigh Securities CorporationBroker
Westport Financial Group, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Rowland, Simon & CO.Broker
I.M. Simon & CO., INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.