Ragen Stienke is a CFA-designated registered investment advisor at Ballast Asset Management, based in Dallas, TX, with 2 years of industry experience. Ragen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $210M 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 |
|---|---|
| Any | 1.00% |
Fee is up to 1% annually for separately managed accounts. The ETF client is charged 0.95% of assets managed, with an expense cap of 1.10%.
Fee Estimator
Location
2911 Turtle Creek Blvd, Ste 840, Dallas, TX, 75219
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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
Ballast Asset Management
Previous Registrations
Ballast Asset Management, LLC
State Registrations1 state
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