Ryan Mabie is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
607 Cascade W Pkwy Se, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is involved in several business entities, including Mosaic Wealth Management, Mosaic Wealth Group LLC, Mosaic Holdings Group LLC, Mosaic Referral Partners, Creek Basin Farms LLC, Dick David LLC (real estate rental), and Mosaic Ventures, LLC. These entities appear to be primarily for tax, investment, or business purposes, requiring minimal time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations29 states
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