Rydan Case is a CFP, ChFC-designated registered investment advisor at Ironwood Wealth Management, LLC, based in Laguna Niguel, CA, with 16 years of industry experience. Rydan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 459 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
There is a $5,000 annual minimum fee for the Full-Service offering. Clients with less than $400,000 can enroll in the Foundations/Legacy program, which charges 1.25% annually. In limited circumstances, Ironwood may offer Full-Service Clients with a substantial net worth but who have limited, liquid assets a fixed fee arrangement, generally ranging between $5,000 to $50,000 per year, payable quarterly in advance.
Fee Estimator
Location
30011 Ivy Glenn Dr., Laguna Niguel, CA, 92677
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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
Rydan is a director and 100% owner of Dot Dot Dot, LLC, a non-investment related event planning club, dedicating minimal time. He is also a Past Presidents' Council Member of EO Orange County, a non-profit promoting small business growth, dedicating minimal time.
Employment History
Current Registrations
Ironwood Wealth Management, LLC
Previous Registrations
Ironwood Financial, LLC
State Registrations3 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
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