Ryan Nelson is a CFA-designated registered investment advisor at Redtree Investment Group, based in Cincinnati, OH, with 25 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 373 clients with $9.7B 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 $15.0M | 0.25% |
| $15.0M - $30.0M | 0.20% |
| $30M+ | 0.15% |
Rates shown are for institutional discretionary accounts. Public funds discretionary accounts have lower rates: 0.20% on the first $15M, 0.15% on the next $15M, and 0.10% over $30M. Fees are negotiable.
Fee Estimator
Location
5050 Section Avenue, Suite 420, Cincinnati, OH, 45212
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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 Activities
Ryan is a managing principal at Redtree Investment Group, an SEC registered investment advisor. The time commitment is mixed with his work at Baird.
Employment History
Current Registrations
Redtree Investment Group
Previous Registrations
Robert W. Baird & CO. Incorporated
Voyageur Asset Management INC.
Seasongood Asset Management LLC
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.
Exams
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