Ryan Poterack
Ryan Poterack is a registered investment advisor at Mercer Global Advisors INC., based in Wilson, WY, with 22 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
Wilson, WY
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Ryan owns Poterack Capital Advisory, Inc. (PCA) and PCA Consulting, Inc., through which he operates a financial services and insurance services practice. He is also individually licensed as an insurance producer in North Carolina and dedicates minimal time to meeting with clients, researching, and selling insurance products.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Private Advisor Group, LLC
Kure Advisory, LLC
Truadvice LLC
Capital Asset Advisory Services, LLC
Poterack Capital Advisory, INC.
Madison Avenue Advisors, INC.
Park Avenue Securities LLC
State Registrations3 states
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.