Ryan Louie is a CFP-designated registered investment advisor at Perennial Financial Services, based in Fresno, CA, with 23 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,229 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee will not exceed 2.00%. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
5260 N Palm Ave Ste 221, Fresno, CA, 93704-2210
Get directionsHistory
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
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
More Advisors
- Carole Ford, CFPPerennial Financial Services
- Mary Collins, ChFCPerennial Financial Services
- Eric Simonians, CFPPerennial Financial Services
- Nikolaus Redmond, CFPPerennial Financial Services
- Robert FarmerPerennial Financial Services
- Steven JollyPerennial Financial Services