Ryan Yuhnke
Ryan Yuhnke is a registered investment advisor at Silveroak Investments, LLC, based in Las Vegas, NV, with 19 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 120 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SilverOak Investments provides investment management services for a fee based on a percentage of the assets they manage, generally ranging from 1.00% to 2.00% annually. Court Investment Services typically charges 1.25% annually. Fees are assessed quarterly, in advance, based on the average daily balance of assets. Fees may be negotiable. The firm also offers a fixed fee option, ranging from $1 to $2500 per month, depending on the account size, investment strategy, and attention required. A flat fixed fee of $25 per month may be assessed when the investment strategy is limited to cash or cash equivalents.
Location
Las Vegas, NV
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Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
July 2015Other Business ActivitiesSells Insurance
Ryan is a licensed insurance agent since September 2019, representing an insurance company registered with the State of California that provides life insurance. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Silveroak Investments, LLC
Previous Registrations
Daniel Wealth Advisors
Morgan Stanley
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations5 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.