Ryan Ponsford
Ryan Ponsford is a registered investment advisor at Carmel Capital Partners, LLC, based in San Diego, CA, 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 Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carmel Capital Partners charges an annual fee based on the value of your investments, ranging from 0.60% to 1.50%. The fee is determined by the type and complexity of your account. The fee is billed quarterly in advance or monthly in arrears, depending on the custodian. Fees may be negotiable. They may also charge a performance-based fee to certain qualified clients.
Location
5675 Ruffin Road, #300, San Diego, CA, 92123
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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 →Other Business ActivitiesSells Insurance
Ryan is a real estate broker, a business strategist with One Trust Home Loans, and the principal of Strategic Mastery Inc. He is also on the executive board for Main Street Philanthropy, the founder of Gateway for Good, and an insurance agent selling fixed insurance products through Strategic Mastery, LLC dba AkiliInsurance Solutions.
Employment History
Current Registrations
Carmel Capital Partners, LLC
Previous Registrations
303 Advisors, LLC
The Financial Team, INC.
United Planners' Financial Services of America a Limited Partner
Crosswind Advisory LLC
United Planners' Financial Services of America a Limited Partner
Banc of America Investment Services, INC.
State Registrations1 state
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