Ryan Birch is a CFP-designated registered investment advisor at Kingsview Wealth Management, LLC, based in Buffalo Grove, IL, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
485 Half Day Rd, Suite 439, Buffalo Grove, IL, 60089
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 Activities
Ryan owns rental property in Barrington, IL since 2020 and maintains it. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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.
Exams
More Advisors
- Nicklaus Streit, CFPHighview Capital Management, LLC
- Hunter Hamilton, CFP, ChFCEdward Jones
- Michael Mcnitt, CFPHighview Capital Management, LLC
- Albert Lerman, ChFCHorace Mann Investors, INC.
- David Do, CFPWells Fargo Advisors
- James Cook, CFP