Ryan Weiss is a registered investment advisor at Ballast Wealth LLC, based in Birmingham, AL, 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 High Net Worth, Investment Management. Their firm serves 170 clients with $40M 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% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Birmingham, AL
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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 is a managing partner of BSD Ventures, LLC and owns 1/3 of a rental house as a personal investment. This requires minimal time each month.
Employment History
Current Registrations
Ballast Wealth LLC
Previous Registrations
Greybox Investments
Northwestern Mutual Investment Services,llc
Sterne Agee Asset Management, INC.
Sterne Agee Investment Advisors, INC.
Morgan Stanley & CO., Incorporated
State Registrations1 state
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.