Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $15.0M | 0.25% |
| $15.0M - $30.0M | 0.20% |
| $30M+ | 0.15% |
Fee schedule is for Discretionary - Institutional accounts. Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management and are negotiable for non-discretionary accounts and consulting services. The minimum account value is typically $1,000,000, but this is negotiable and may be waived. Clients are also responsible for other fees and expenses, such as brokerage commissions and custodial fees.
Areas of Practice
Advisor Information
Office location
5050 Section Avenue, Suite 420, Cincinnati, OH, 45212
Get directionsRegulatory 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
Ryan is a managing principal at Redtree Investment Group, an SEC registered investment advisor. The time commitment is mixed with his work at Baird.