PR
PR

Patrick F Ryan

17 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$117.7M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.50%
$5M+0.40%

Fixed Income Accounts (including Reinhart)

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

550 Science Drive, Madison, WI, 53711

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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
Madison Asset Management
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Members Capital Advisors, INC.
June 2008 - March 2010 · 1 yr 9 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.