Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range up to 2.00% annually based on assets under management, complexity of services, and the overall relationship. All clients are subject to a $2,000 minimum annual fee, which may be negotiable. Fees are paid quarterly, in advance. Financial planning is offered for an annual fee up to $60,000, which may be offset if the client engages for investment management services. Fees for advising on held away assets, such as a 401(k), may be offered as a fixed fee, separate from the investment advisory fee.
Areas of Practice
Advisor Information
Office location
13 Wolf Creek, Suite 2, Swansea, IL, 62226
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.
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Ryan works for Valmark Securities as a non-registered fingerprinted individual performing administrative duties to assist registered representatives. This takes a few hours per week.