Ryan Bendixen is a CFA-designated registered investment advisor at Peak53 Partners, LP, based in Longmont, CO, with 2 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 4 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Investment Manager (IM) and Client may enter into arrangements with a higher or lower Advisory Fee charged, based upon numerous considerations including but not limited to Account size and/or whether a Performance Fee is being assessed, and solely if agreed to by both parties.
Fee Estimator
Location
825 Delaware Avenue, Suite 303A, Longmont, CO, 80501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Peak53 Partners, LP
State Registrations1 state
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