Ryan Peschka is a registered investment advisor at Berkeley Capital Management, LLC, based in Ellsworth, KS, with 16 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. Their firm serves 336 clients with $100M 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 $400K | 1.20% |
| $400K - $1000K | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
1502 Aylward Ave, Ellsworth, KS, 67439
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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 works with First Bank Kansas on an individual contract basis since 2017. This non-investment related banking activity takes a few hours per week.
Employment History
Current Registrations
Berkeley Capital Management, LLC
State Registrations2 states
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