Portia Ryan-Gerton
Portia Ryan-Gerton is a registered investment advisor at Transformation Wealth Management, LLC, based in Atlanta, GA, with 18 years of industry experience. Portia 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3100 Interstate N Circle Se, Suite 200, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Financial
August 2016Other Business ActivitiesSells Insurance
Portia is an insurance agent selling and servicing fixed life insurance since 2018, dedicating a few hours per week. She also works in office administration for GroundForce Integrated Resources and is an owner/interior designer for Eye Design Interiors, LLC, dedicating about 10-20% of her time.
Employment History
Current Registrations
Transformation Wealth Management, LLC
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Edward Jones
Edward JonesBroker
Sbk-Brooks Investment CORP.Broker
Sbk-Brooks Investment CORP.Broker
Washington Square Securities, INC.Broker
Banc One Securities CorporationBroker
Robert Scott Securities, INC.Broker
Kennedy, Cabot & CO.Broker
Cc&q Investors Diversified, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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.