RM
RM

Ryan Marini

25 Years of Experience
Hanover, MA
Sells Insurance

Ryan Marini is a registered investment advisor at Bostonpremier Wealth, based in Hanover, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 754 clients with $530M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
754 clients
Average Client Portfolio
$697K average
Assets Under Management
$525.2M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

BPW offers investment management services through various programs, each with its own fee structure. The maximum annual fee that BPW charges for investment management is 1.75% of the value of your portfolio. The exact fee you pay will depend on the specific program you choose and the amount you invest. These fees are negotiable. Some programs also have additional transaction charges.

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Location

51 Mill Street, Suite 1, Hanover, MA, 02339

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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 ActivitiesSells Insurance

Ryan is a founding partner/co-owner of Boston Premier Wealth, LLC, spending nearly full-time on securities, advisory, and insurance business. He also engages in fixed insurance sales and co-owns several real estate entities, dedicating minimal time to each.

Employment History
Current Registrations
Bostonpremier Wealth
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Commonwealth Financial Network
November 2019 - July 2024 · 4 yrs 8 mos
Commonwealth Financial NetworkBroker
November 2019 - July 2024 · 4 yrs 8 mos
LPL Financial LLC
March 2012 - November 2019 · 7 yrs 8 mos
LPL Financial LLCBroker
March 2012 - November 2019 · 7 yrs 8 mos
Signator Investors, INC.Broker
March 2000 - March 2012 · 12 yrs
State Registrations2 states
MATX
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.