Ryan Wells is a registered investment advisor at Divergent Capital Asset Management LLC, based in Doral, FL, with 25 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $15.0M | 2.00% |
| $15M+ | 2.00% |
Fees are negotiable. Divergent clients will not be charged a total management fee over the 3% industry average. In our discretion we may negotiate a lower assets under management annual management fee and/or accept accounts with assets less than $100,000. Qualified clients will pay advisory fees ranging up to 2.00% per annum of assets under management for services provided by Divergent along with a performance fee based on capital appreciation ranging up to 20.00%.
Fee Estimator
Location
3785 NW 82nd Avenue, Unit 304, Doral, FL, 33166
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Divergent Capital Asset Management LLC
Previous Registrations
Integrated Wealth Concepts LLC
Prism Financial Strategies, LLC
Advisory Consulting Group LLC
Strategies Capital Management
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State Registrations2 states
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