RG

Ryan Stanley Gwinn

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
201 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$393.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.95%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

N1 Advisors may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where N1 Advisors deems it appropriate under the circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

You'll pay an annual fee based on the value of your managed assets. The fee is calculated as follows: 0.95% on the first $1 million, 0.90% on the next $2 million, 0.80% on the next $2 million, 0.70% on the next $5 million, and 0.50% on assets over $10 million. N1 Advisors does not impose a minimum annual fee. Fees are exclusive of custodial and transaction costs.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

131 Continental Drive, Suite 206, Newark, DE, 19713-0000

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
N1 Advisors
November 2013 - Present · 12 yrs 2 mos
Previous Registrations
M Holdings Securities, INC. Broker
March 2012 - April 2023 · 11 yrs 1 mo
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.