Howard Ryan
Howard Ryan is a registered investment advisor at The Ryan Group Portfolio Design LLC, based in Harbor Springs, MI, with 11 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.98% |
| $100K - $500K | 0.92% |
| $500K+ | 0.80% |
Fees may be negotiable for special situations. In the event that Investment Management clients desire services outside the scope of the Adviser’s engagement, The Ryan Group is available to provide Consultation Services as described in Item 4 of this Brochure.
Fee Estimator
Location
Harbor Springs, MI
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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
Howard provides tax preparation services as a sole proprietor from a residential office. This activity requires minimal time and does not occur during market hours.
Employment History
Current Registrations
The Ryan Group Portfolio Design LLC
State Registrations1 state
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