Ryan Sheppard is a ChFC-designated registered investment advisor at Capstone Wealth Partners, based in Dublin, OH, with 18 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, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 157 clients with $110M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are billed quarterly in advance. Third-party investment managers recommended by the firm may charge an additional fee ranging from 0.10% to 0.50% annually.
Fee Estimator
Location
6037 Frantz Rd., Suite 104, Dublin, OH, 43017
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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 →Other Business Activities
Ryan is a 99% owner of The Ohio Political Network, LLC, a company distributing telecommunication technology to political campaigns. He spends minimal time on this activity, facilitating a few sales per year.
Employment History
Current Registrations
Capstone Wealth Partners
Previous Registrations
Eagle Strategies LLC
Natcity Investments, INC.
AXA Advisors, LLC
State Registrations2 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.
Exams
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