Ryan Klinger is a registered investment advisor at Lafayette Investments, INC., based in Ashton, MD, 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 Investment Management, Retirement Planning. Their firm serves 242 clients with $900M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on investment objectives and services rendered. Related accounts may be combined to reduce the overall rate charged.
Fee Estimator
Location
17830 New Hampshire Avenue, Suite 201, Ashton, MD, 20861
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 →Employment History
Current Registrations
Lafayette Investments, INC.
Previous Registrations
Lafayette Investments, 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.