Ryan Worch is a registered investment advisor at Worch Capital LLC, based in Rockville, MD, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 11 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Worch Capital offers investment management services with different fee structures:
- Discretionary Managed Account Program: A quarterly fee of 0.25% (1.0% per year) of the account's value, plus a performance fee of 20% of new net profits.
- Asset Allocation Managed Account Program: A quarterly fee of up to 0.50% (2.0% per year) of the account's value.
- Non-Discretionary Managed Account Program: A monthly fee determined on a case-by-case basis.
Fees are deducted directly from the account.
Location
11300 Rockville Pike, Rockville, MD, 20852
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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.
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Ryan is a Director/Officer at Worch Capital LLC, a fund management company. This activity takes him significantly more than full-time, with a substantial portion during securities trading hours.
Employment History
Current Registrations
Worch Capital LLC
State Registrations1 state
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