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 $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Investment management fees are tiered based on the value of your account (see table). For example, a $2,000,000 account would pay an effective fee of 1.50%, which is $30,000 annually or $2,500 monthly. Fees are negotiable for accounts over $10,000,001. There is also an annual $75 tech fee for accounts over $1,000. Financial planning fees range from $2,000 to $10,000 depending on the project's complexity. Ongoing financial planning is $1,000 upfront and $250 per month. Hourly financial planning is available at $300 per hour.
Areas of Practice
Advisor Information
Office location
Cathedral City, CA
Get directionsRegulatory History (1)
Financial
December 2020Other Business ActivitiesSells Insurance
Ryan is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since April 2024. He dedicates about half of his time to soliciting individual life insurance and fixed annuity products.