Ryan Halliday
Ryan Halliday is a registered investment advisor at Crewe Advisors, based in Salt Lake City, UT, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 652 clients with $2.5B 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 $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Location
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Ryan is the managing director of Crewe Insurance Advisors, LLC, spending minimal time on this activity. He is also the manager of HH 2007 LLC, a holding company.
Employment History
Current Registrations
Crewe Advisors
Previous Registrations
Wealth Navigation Advisors
Contango Capital Advisors, INC.
The Ayco Company,l.p.
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.