Ryan Haag
Ryan Haag is a CFP, ChFC-designated registered investment advisor at Private Client Services, LLC, based in Edina, MN, with 32 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Ryan assists clients with fixed life insurance and life settlements through Ryan T Haag Financial LLC, dedicating minimal time to this activity. He also works as a Registered Investment Advisor (RIA) at Tradition Wealth Management, which is a full-time commitment.
Employment History
Current Registrations
Private Client Services, LLCBroker
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Woodbury Financial Services, INC.Broker
State Registrations15 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.