CFA

Ryan Jones

Mdt Advisers, a Division of Federated Mdta LLC

28 Years of Experience

Parkland, FL

Broker

Ryan Jones is a CFA-designated registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Parkland, FL, with 28 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,360 clients with $26B in assets under management.

Mdt Advisers, a Division of Federated Mdta LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

207 advisors

Number of Clients

2,360 clients

Average Client Portfolio

$11.0M average

Assets Under Management

$25.9B

Fee Structure

Minimum Investment:$100K

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $5.0M	0.70%
$5.0M - $25.0M	0.60%
$25.0M - $50.0M	0.50%
$50.0M - $100.0M	0.40%
$100M+	0.35%

Schedule represents Managed Accounts for All Cap Core, Balanced, Large Cap Growth, and Large Cap Value. Different strategies (such as Small Cap and Mid Cap) and Separate Accounts have different fee schedules. Fees are generally payable quarterly in arrears and are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Parkland, FL

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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.