VR
VR

Viveka Marianne Ryn

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
121 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$708.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.40%
$25M+0.30%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Two Democracy Center, 6903 Rockledge Drive, Ste. 940, Bethesda, MD, 20817

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aegis Wealth
March 2005 - Present · 20 yrs 11 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
October 2002 - June 2005 · 2 yrs 8 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
Viveka Marianne Ryn - Financial Advisor | TrueAdvisor