Ryan Joyce is a CFP-designated registered investment advisor at B.B. Graham & Company, INC., based in Austin, TX, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
4800 Bee Caves Road, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a member of SS Overlook, LLC, a commercial real estate venture, and owns a vacation rental property, dedicating minimal time and a few hours per week respectively. He is also a partner and investment advisor representative at Per Stirling Capital Management, LLC, spending nearly full-time hours, and a registered representative at B.B. Graham & Company, Inc., spending about 10-20% of his time.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Per Stirling Capital Management, LLC
Previous Registrations
Lara, May & Associates, LLCBroker
Lara, May & Associates, LLC
Lara, Shull & May, LTD.
Lara, Shull & May, LTDBroker
State Registrations10 states
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