Ryan Wold is a registered investment advisor at Wold Financial Group, based in Mendota Heights, MN, with 30 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. Their firm serves 92 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for asset management services will range between 0.50% and 1.25%. Fees charged for our asset management services are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
750 Main Street, Suite 109, Mendota Heights, MN, 55118
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Regulatory History (1)
Employment Separation After Allegations
January 2018Employment History
Current Registrations
Wold Financial Group
Previous Registrations
Advisornet Wealth Management
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Piper Jaffray INC.Broker
State Registrations2 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.