Ryan Brown
Ryan Brown is a registered investment advisor at Charles Schwab & CO., INC., based in Sunnyvale, CA, with 19 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
438 East El Camino Real, Sunnyvale, CA, 94087-1938
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business Activities
Ryan is a member/manager of Saenz & Brown, LLC, 2514 West Butler LLC, and Vernon Townhome, LLC, all involved in renting property to tenants. These activities each take about 10-20% of Ryan's time and are not investment related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
National Securities CorporationBroker
State Registrations53 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.