Ryan Glover is a CFP-designated registered investment advisor at Tarheel Advisors, LLC, based in Chapel Hill, NC, with 19 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 141 clients with $140M 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 | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees are subject to negotiation at the sole discretion of the advisor. Cash Management Account fee is 0.25%.
Fee Estimator
Location
600 Market St, Ste G2, Chapel Hill, NC, 27516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tarheel Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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