Ryan Dunlap
Ryan Dunlap is a registered investment advisor at Wealthbridge Capital Management, LLC, based in Englewood, FL, with 29 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 457 clients with $710M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable at the sole discretion of the Advisor. Aggregate assets under management with the firm are taken into consideration.
Fee Estimator
Location
2881 Placida Road, Suite 205, Englewood, FL, 34224
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2006Customer Dispute
December 2002Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Ryan is a licensed insurance professional working from the same business address as his advisory practice. He dedicates minimal time to his insurance activities.
Employment History
Current Registrations
Wealthbridge Capital Management, LLC
Previous Registrations
Private Client Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
More Advisors
- Jared Bailey, CFPRaymond James Financial Services Advisors, INC
- Ronald Smith, ChFCState Farm Investment Management CORP.
- Thomas Hinck, CFPOsaic Wealth, INC.
- James Hinck, CFPOsaic Wealth, INC.
- William Forlow, CFPEdward Jones
- Ryan Guttridge, CFASchorn Wealth