RM
RM

Ryan Muller

26 Years of Experience
Lutz, FL
Broker

Ryan Muller is a registered investment advisor at Dmk Advisor Group, INC., based in Lutz, FL, with 26 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
298 clients
Average Client Portfolio
$283K average
Assets Under Management
$84.5M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $750K2.00%
$750K - $1.0M1.75%
$1.0M - $1.3M1.50%
$1.3M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Dmk Advisor Group, INC.Broker
May 2024 - Present · 2 yrs
Dmk Advisor Group, INC.
May 2024 - Present · 2 yrs
Dmk Advisor Group, INC.
May 2024 - Present · 2 yrs
Previous Registrations
Tcwp LLC
June 2020 - March 2023 · 2 yrs 9 mos
Starwood Capital, L.L.C.Broker
February 2019 - November 2019 · 9 mos
Principal Funds Distributor, INC.Broker
November 2014 - December 2018 · 4 yrs 1 mo
Alps Distributors, INC.Broker
April 2014 - November 2014 · 7 mos
Allianz Global Investors Distributors LLCBroker
January 2011 - January 2014 · 3 yrs
Lincoln Financial Distributors, INC.Broker
December 2009 - January 2011 · 1 yr 1 mo
AXA Distributors, LLCBroker
May 2006 - November 2009 · 3 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2006 - May 2006 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - May 2006 · 8 mos
Metlife Investors Distribution CompanyBroker
December 2004 - January 2005 · 1 mo
Metlife Investors Distribution CompanyBroker
February 2002 - December 2004 · 2 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
March 2001 - February 2002 · 11 mos
Equitable Distributors, INC.Broker
April 1998 - March 2001 · 2 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
June 1997 - January 1998 · 7 mos
Metlife Securities INC.Broker
June 1997 - January 1998 · 7 mos
Prime Charter LTD.Broker
March 1995 - June 1996 · 1 yr 3 mos
State Registrations4 states
FLNCOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.