Ryan Bouchard
Ryan Bouchard is a CFA, CFP-designated registered investment advisor at Rising Tide Wealth Advisory Solutions LLC, based in St. Louis, MO, 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 Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 29 clients with $19M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Subject to a minimum quarterly fee of $2,500. The annual fees are negotiable.
Fee Estimator
Contact
Ryan Bouchard
Location
2 Cityplace Drive, 2nd Floor, St. Louis, MO, 63141
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 Activities
Ryan is the founder of DataViz, LLC, where he conducts data analysis on economic variables. This activity takes up a minimal amount of his time.
Employment History
Current Registrations
Rising Tide Wealth Advisory Solutions LLC
Previous Registrations
Brand Asset Management Group, INC.
Piper Jaffray & CO.
State Registrations1 state
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