RM
RM

Ryan Mcdermott

8 Years of Experience
San Francisco, CA

Ryan Mcdermott is a registered investment advisor at Resolute Partners Group, based in San Francisco, CA, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 28 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
28 clients
Average Client Portfolio
$64.7M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M0.75%
$30M+0.50%

Fees are negotiable. RPG may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

39 Mesa Street, Suite 210, San Francisco, CA, 94129

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Resolute Partners Group
May 2019 - Present · 7 yrs
Previous Registrations
Bbr Partners, LLC
January 2018 - April 2019 · 1 yr 3 mos
Credit Suisse Securities (USA) LLC
May 2011 - July 2011 · 2 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Ryan Mcdermott - Financial Advisor | TrueAdvisor