RB
RB

Ryan Brennan

19 Years of Experience
Randolph, NJ
2 Disclosures

Ryan Brennan is a registered investment advisor at Mcmillan Analysis Corporation, based in Randolph, NJ, 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 High Net Worth, Investment Management. Their firm serves 49 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
49 clients
Average Client Portfolio
$675K average
Assets Under Management
$33.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.00%
$300K+1.00%

Fees are not negotiable and are billed in arrears quarterly. High net worth or qualified clients may elect performance-based fees (20% of net profits with a 1% annual asset minimum) or alternative credit-based fees (10% to 15% of net credits generated depending on the strategy).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Randolph, NJ

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2018
Final
Criminal
July 2009
Final Disposition
Employment History
Current Registrations
Mcmillan Analysis Corporation
December 2006 - Present · 19 yrs 10 mos
State Registrations4 states
CAFLNJTX
Advisor

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
No exam information available for this advisor.
More Advisors