Ryan Herbert
Ryan Herbert is a registered investment advisor at Prostatis Financial Advisors Group, based in Hanover, MD, with 17 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,639 clients with $510M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
7580 Buckingham Blvd, Suite 180, Hanover, MD, 21076
Get directionsHistory
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 ActivitiesSells Insurance
Ryan works as an Investment Advisor Representative for Prostatis Financial Advisor, offering various services including tax planning, financial planning, insurance products, annuities, estate planning, and investment management. This takes nearly all of Ryan's time.
Employment History
Current Registrations
Prostatis Financial Advisors Group
Previous Registrations
Peak Brokerage Services, LLCBroker
Taylor Capital Management INC.Broker
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
T. Rowe Price Investment Services, INC.Broker
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.