Ryan Hart is a CFA-designated registered investment advisor at Hart Investment Management, LLC, based in Camas, WA, with 5 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, High Net Worth, Investment Management, and 2 more. Their firm serves 6 clients with $16M 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 $500K | 1.45% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The annual fees are negotiable, prorated and paid in arrears on a quarterly basis. Should a Client with less than $250,000 of combined Assets Under Management and/or Assets Under Advisement be accepted, the Client will be billed in arrears based upon hours worked at the rate of $300 per hour.
Fee Estimator
Location
Camas, WA
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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 →Other Business Activities
Ryan serves as the Treasurer for Lake Ridge Phase 1 Homeowners Association since January 2020, a Washington State Nonprofit Corporation. He dedicates minimal time to Association activities, which are not investment related, though he may help select certificates of deposit.
Employment History
Current Registrations
Hart Investment Management, LLC
State Registrations2 states
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