Ryan Halvorsen
Ryan Halvorsen is a registered investment advisor at Charles Schwab & CO., INC., based in Woodland Hills, CA, with 22 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
6250 Topanga Canyon Blvd, Suite 1545, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2023Customer Dispute
February 2008Other Business Activities
Ryan manages a holding company for family real estate holdings and works as a photographer, primarily shooting sports on weekends and evenings. These activities take about 10-20% of his time and are not investment related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations22 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.