Ryan Bass
Ryan Bass is a CFP, ChFC-designated registered investment advisor at Calidris Financial, LLC, based in Charleston, SC, with 22 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee may be negotiable. When using Sub-Advisors, the Client will pay additional fees up to 0.50%. The Sub-Advisors fees are not inclusive of the total fee disclosed by Calidris. Sub-Advisor directly deducts their portion of the fee separately from Calidris. Under the Envestnet program, the Envestnet Platform fee, and the Third-Party Money Manager (TPM) fee are bundled together. The total Envestnet fee will not exceed 0.75%, with the exact total fee dependent on which Third Party Manager is being used and the amount of assets being invested. The Envestnet fees are charged in addition to Calidris’ fees.
Fee Estimator
Location
677 King Street, Floor 3, Charleston, SC, 29403
Get directionsHistory
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 works as an insurance broker, selling life, health, long-term care, and disability insurance. This activity takes a few hours per week, including during securities trading hours.
Employment History
Current Registrations
Calidris Financial, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 states
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.