Paul Ryan
Paul Ryan is a CFP-designated registered investment advisor at Flagship Wealth Advisors, LLC., based in Wakefield, MA, with 37 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 447 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Wealth Advisors offers investment management services through Advisor Managed Portfolios and Model Portfolios programs.
For Advisor Managed Portfolios, the annual fee is a percentage of your portfolio:
- First $1,000,000 — 1.00%
- Next $1,000,000 to $2,000,000 — 0.80%
- Next $2,000,000 to $5,000,000 — 0.60%
- Next $5,000,000 to $25,000,000 — 0.40%
- Next $25,000,000 — 0.30%
For Model Portfolios, the annual fee is a percentage of your portfolio:
- $0 - $250,000 — 1.75%
- $250,000 - $500,000 — 1.75%
- $500,000 - $750,000 — 1.60%
- $750,000 - $1,250,000 — 1.50%
- $1,250,000 - $2,000,000 — 1.30%
- $2,000,000 - $5,000,000 — 1.10%
- Over $5,000,000 — 0.90%
Fees are negotiable and debited from your account quarterly. If you terminate your account, the fee will be credited back to you on a pro-rata basis.
Location
301 Edgewater Place, Suite 400, Wakefield, MA, 01880
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the owner of a sole proprietorship focused on traditional insurance sales, including fixed life and long-term care insurance, and spends minimal time on this. He also works as an Investment Advisor Representative and Manager for Flagship Wealth Advisors, LLC, dedicating about half his time to investment advice and minimal time to tax preparation services.
Employment History
Current Registrations
Flagship Wealth Advisors, LLC.
Osaic Wealth, INC.Broker
Previous Registrations
Watermill Advisory Services, INC.
Osaic Wealth, INC.
Fortis Investors, INC.Broker
First Investors CorporationBroker
State Registrations50 states
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