Ryan Canales
Ryan Canales is a registered investment advisor at HUB Investment Partners, LLC, based in San Antonio, TX, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
San Antonio, TX
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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 ActivitiesSells Insurance
Ryan is an insurance advisor in San Antonio, TX, selling life, disability, long-term care, and health insurance since 2002. He dedicates minimal time to this activity.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Tcg Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Stonewater Wealth Management, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLCBroker
Allstate Financial Services, LLCBroker
MML Investors Services, INC.Broker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
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.