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Ryan Sabol

22 Years of Experience
Omaha, NE
2 DisclosuresBroker

Ryan Sabol is a registered investment advisor at Mutual Advisors, LLC, based in Omaha, NE, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

Investment management only (planning not offered)

Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.

For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.

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Location

9140 W Dodge Road, Suite 230, Omaha, NE, 68114

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2020
Settled
Customer Dispute
August 2019
Settled
Other Business Activities

Ryan is a managing member of Sabol Single Family Private Trust Co., LLC since 2013. He also manages KCMA Investments, LLC, a real estate investment holding company, dedicating minimal time to this activity.

Employment History
Current Registrations
Mutual Advisors, LLC
July 2013 - Present · 13 yrs 2 mos
Mutual Securities, INC.
March 2004 - Present · 22 yrs 6 mos
Mutual Securities, INC.Broker
March 2004 - Present · 22 yrs 6 mos
Previous Registrations
Mutual Securities, INC.
September 2008 - July 2013 · 4 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.
Ryan Sabol - Financial Advisor | TrueAdvisor