Ryan Matthew Dunlap

Wealthbridge Capital Management, LLC

29 Years of Experience

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Firm Information

Wealthbridge Capital Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

4 advisors

Number of Clients

425 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$599.0M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K - $500K	1.35%
$500K - $1.0M	1.20%
$1.0M - $2.5M	1.00%
$2.5M - $5.0M	0.90%
$5M+	0.80%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Wealth management fees are based on a percentage of your assets under management, billed quarterly in advance. Fees may be negotiable. The firm also uses independent managers, but the total blended fee will not exceed 2.00% annually. Educational seminars cost up to $149 per individual. A minimum household relationship size of $500,000 is generally required, but the firm may accept clients with smaller amounts at its discretion.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

2881 Placida Road, Suite 205, Englewood, FL, 34224

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2006

Denied

Customer Dispute

December 2002

Closed-No Action

Customer Dispute

June 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Ryan is a licensed insurance professional working from the same business address as his advisory practice. He dedicates minimal time to his insurance activities.