RH
RH

Ryan C Herbert

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,639 clients
Average Client Portfolio
$311K average
Assets Under Management
$508.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.02%
$250K - $500K0.01%
$500K - $1.5M0.01%
$1.5M - $2.5M0.01%
$2.5M - $3.5M0.01%
$3.5M+0.01%

Fees are negotiable on a client-by-client basis.

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

7580 Buckingham Blvd, Suite 180, Hanover, MD, 21076

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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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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
February 2012 - Present · 14 yrs
Previous Registrations
Peak Brokerage Services, LLCBroker
October 2019 - February 2020 · 4 mos
Taylor Capital Management INC.Broker
April 2015 - June 2019 · 4 yrs 2 mos
National Securities CorporationBroker
November 2013 - April 2014 · 5 mos
Asset & Financial Planning, LTD
March 2010 - April 2014 · 4 yrs 1 mo
Prime Capital Services, INC.Broker
February 2009 - November 2013 · 4 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
September 2008 - November 2008 · 2 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Ryan C Herbert - Financial Advisor | TrueAdvisor