Ryan Skinner
Ryan Skinner is a registered investment advisor at Elite Financial, INC., based in Lewiston, ID, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 439 clients with $270M 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 | 1.50% |
Fee may be discounted depending on complexity of services, amount of service required for planning, trading and/or overall servicing of accounts and total assets for each customer. Cash flows greater than $10,000 in or out of the account(s) will be pro-rated.
Fee Estimator
Location
739 Bryden, Suite B, Lewiston, ID, 83501
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2017Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Ryan is involved in real estate rental through RLS Properties, LLC, dedicating minimal time to building a commercial building and leasing it out. He also sells fixed life and disability insurance through Elite Financial, Inc., dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Elite Financial, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.