Ryan Sawyer is a registered investment advisor at Viewpoint Capital Management, based in Seattle, WA, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 117 clients with $230M 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 - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fee schedule is negotiable based on several factors, including, and not limited to the following: Number of accounts in the relationship, Prospect of additional accounts and / or assets to manage, Other relationships (family members), Among others
Fee Estimator
Location
Madrona Plaza, 1421 34th Avenue, Suite 214, Seattle, WA, 98122
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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 →Employment History
Current Registrations
Viewpoint Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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