Ryan Alderfer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 18 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
500 108th Ave Ne, Suite 1840, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Ryan provides investment advisory services through Boone Wealth Advisors, dedicating full-time hours to this role. He also hosts a non-investment related podcast called The Middlemen, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLCBroker
Boone Wealth Advisors, LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
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