Ryan Louie is a CFP-designated registered investment advisor at Perennial Financial Services, based in Fresno, CA, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
5260 N Palm Ave Ste 221, Fresno, CA, 93704-2210
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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 Activities
Ryan provides investment advisory services through Ford Financial Group, Inc. and Perennial Investment Advisors, LLC, dedicating full-time hours to these activities; he also owns an online shoe reselling business, spending a few hours per week.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ford Financial Group
LPL Financial LLC
Piper Jaffray & CO.Broker
Wachovia Securities, LLCBroker
State Registrations11 states
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