Ryan Smith
Ryan Smith is a registered investment advisor at Parallel Equity Advisors LTD., based in Dublin, OH, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 387 clients with $50M 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 $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
This is a flat or breakpoint fee schedule, meaning the entire portfolio is charged the same asset management fee once a certain threshold is crossed.
Fee Estimator
Location
5650 Blazer Parkway, Suite 112, Dublin, OH, 43017
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 ActivitiesSells Insurance
Ryan is a partner and insurance agent at Symphony Partners, spending about 25-30 hours per week on insurance services. He is also a part owner of Parallel Equity Advisors, Ltd., serving as Chief Compliance Officer and dedicating minimal time to this role.
Employment History
Current Registrations
Parallel Equity Advisors LTD.
Fortune Financial Services, INC.Broker
Previous Registrations
MML Investors Services, INC.
MML Investors Services, INC.Broker
Securian Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations7 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.