GR
CFA · CFP
GR
CFA · CFP

Glenn Ryhanych

19 Years of Experience
Occoquan, VA

Glenn Ryhanych is a CFA, CFP-designated registered investment advisor at Bluelist Partners, LLC, based in Occoquan, VA, with 19 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, High Net Worth, Investment Management, and 2 more. Their firm serves 83 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
83 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$123.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees are negotiable and may be higher or lower based on the account's nature. The fee is the same for both Municipal Bond Portfolios and the Asset Allocation Strategy.

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

Location

300 Ellicott Street, Suite A3, Occoquan, VA, 22125

Get directions

History

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.

Learn about disclosures →
Employment History
Current Registrations
Bluelist Partners, LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Spire Wealth Management, LLC
September 2015 - September 2019 · 4 yrs
Farr Miller & Washington LLC
November 2009 - September 2015 · 5 yrs 10 mos
Middleburg Investment Advisors, INC.
March 2008 - November 2009 · 1 yr 8 mos
Bi Investments, LLC
March 2006 - April 2008 · 2 yrs 1 mo
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.