RF
RF

Ryan Fox

14 Years of Experience
Gettysburg, PA

Ryan Fox is a registered investment advisor at Financial Advisory Services, LLC, based in Gettysburg, PA, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 296 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
296 clients
Average Client Portfolio
$777K average
Assets Under Management
$230.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.85%

Variations from this schedule may arise under justifiable circumstances.

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

113 Carlisle Street, Gettysburg, PA, 17325

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan is an adjunct economics professor at Elizabeth College since 2003 and an adjunct finance professor at Eastern University since 2008. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Financial Advisory Services, LLC
May 2015 - Present · 11 yrs
Previous Registrations
Financial Consulate
December 2011 - February 2015 · 3 yrs 2 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.