Ryan Watt
Ryan Watt is a CFP-designated registered investment advisor at Arena Private Wealth, based in Upper Arlington, OH, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 86 clients with $140M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
Upper Arlington, OH
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2013Customer Dispute
June 2012Other Business Activities
Ryan is a Managing Director and Private Wealth Advisor at Objective Capital Management, LLC, dedicating nearly full-time hours to financial planning and portfolio management. He also serves as Managing Director at Tosh Watt Partners, LLC, managing income and expenses for tax reporting, and is a board member for the Juvenile Diabetes Research Foundation, spending minimal time on these activities.
Employment History
Current Registrations
Arena Private Wealth
Previous Registrations
Objective Capital Management, LLC
Mutual Securities, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.