Todd Ryman
Todd Ryman is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 31 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
3020 Peachtree Rd, Nw, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (7)
Customer Dispute
March 2022Customer Dispute
August 2017Customer Dispute
November 2016Customer Dispute
July 2014Customer Dispute
January 2013Customer Dispute
June 2009Regulatory
March 2000Other Business Activities
Todd is the secretary of Ryman Family Holdings LLC, which owns personal IRA assets investing in Rick Warren Real Estate. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Painewebber INC.Broker
Josephthal & CO., INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations19 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.
Exams
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