Michael Ryan
Michael Ryan is a registered investment advisor at Mt Ryan, INC., based in San Clemente, CA, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4 clients with $4.7M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3405 Avenida Del Presidente, Unit 5, San Clemente, CA, 92672
Get directionsHistory
Regulatory History (4)
Regulatory
December 2013Customer Dispute
February 2012Customer Dispute
January 2011Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Michael is involved with SurfOne, LLC, a development stage company for athlete performance tracking. He also owns MR RYAN INC., an insurance sales and service business, taking about 10-20% of his time, and is involved with Swiss Wire EDM, Inc., an EDM machine shop.
Employment History
Current Registrations
Mt Ryan, INC.
Previous Registrations
Newport Coast Securities, INC.Broker
Newport Coast Asset Management
Cooper Mcmanus
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.