Ryan Roy
Ryan Roy is a registered investment advisor at Girard Advisory Services, LLC, based in Mechanicsburg, PA, with 22 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,362 clients with $2.7B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees can be negotiated based on special circumstances.
Fee Estimator
Location
4601 Carlisle Pike, Mechanicsburg, PA, 17050
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Ryan owns rental property since 2001 and receives compensation as a landlord. He dedicates minimal time to landlord duties.
Employment History
Current Registrations
Girard Advisory Services, LLC
Previous Registrations
Keystone Investment Management Group, LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
State Registrations1 state
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.