Ryan Sullivan is a registered investment advisor at Edelman Financial Engines, based in Akron, OH, with 21 years of industry experience. Ryan 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 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
202 Montrose West Ave, Suite 350, Akron, OH, 44321
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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 →Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Financial Engines Advisor Center, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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Edward Jones
Edward JonesBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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