Victoria Ricker
Victoria Ricker is a CFP-designated registered investment advisor at Daymark Wealth Partners, LLC, based in Fort Lauderdale, FL, with 38 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DayMark Wealth Partners offers two investment management services:
- Asset Management: The annual fee will not exceed 1.75% of the value of your account, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. If an account is being charged a minimum account program fee because of the total market value of the account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.
Clients may also incur fees charged by third-party managers if those managers are used.
Location
2300 E Las Olas, Suite 400, Fort Lauderdale, FL, 33301
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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 a FINRA arbitrator since 2020, compensated per session. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Morgan Stanley
Morgan StanleyBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
The Robinson-Humphrey Company, LLCBroker
The Robinson-Humphrey Company INC.Broker
Prudential Securities IncorporatedBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations1 state
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.