RM
RM

Ryan Lane Mcdonald

28 Years of Experience
8 DisclosuresSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
174 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$203.6M

Fee Structure

Minimum Investment:$40K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $500K1.15%
$500K - $750K1.10%
$750K - $1000K1.00%
$1.0M - $3.0M0.95%
$3.0M - $5.0M0.90%
$5M+0.75%

Fees are negotiable based on certain criteria.

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

4975 Preston Park Blvd #490, Plano, TX, 75093

Get directions

History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2020
Judgment / Lien
November 2013
Judgment / Lien
July 2013
Judgment / Lien
May 2013
Judgment / Lien
January 2011
Judgment / Lien
January 2008
Judgment / Lien
April 2007
Judgment / Lien
October 2003
Other Business ActivitiesSells Insurance

Ryan is a part-time hunting guide for Salt Fork Ranch and Outfitters, spending minimal time on this. He also sells fixed annuities, long-term care, and whole life insurance, dedicating minimal time to this activity. Ryan is also a director on the board for the Russ Martin show Listeners Foundation.

Employment History
Current Registrations
Vann Equity Management LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Per Stirling Capital Management, LLC
February 2020 - November 2021 · 1 yr 9 mos
Trs Advisors, LLC
February 2018 - December 2019 · 1 yr 10 mos
Jim Poe & Associates, INC.
August 2017 - December 2019 · 2 yrs 4 mos
Investment Professionals, INC.Broker
March 2016 - September 2016 · 6 mos
Calton & Associates, INC.Broker
January 2014 - March 2016 · 2 yrs 2 mos
Fox Financial Management CorporationBroker
December 2005 - December 2013 · 8 yrs
Fox & Company Investments INC.Broker
June 1996 - December 2005 · 9 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.