TrueAdvisor
TrueAdvisor
RS
RS

Ryan Smith

Crossmark Global Investments, INC.
12 Years of Experience
Maple Grove, MN
Broker
View SEC Summary
View SEC Summary

Ryan Smith is a registered investment advisor at Crossmark Global Investments, INC., based in Maple Grove, MN, with 12 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, Socially Responsible Investing. Their firm serves 7,902 clients with $9B in assets under management.

Crossmark Global Investments, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
7,902 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$9.0B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by account type and program, ranging from 0.20% to 1.00% for standard individual accounts and 0.075% to 0.20% for institutional accounts over $1M. Employee accounts may be charged as low as 0.05%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Maple Grove, MN

Get directions

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.

Learn about disclosures →
Other Business Activities

Ryan owns RMS Real Estate, LLC, a private real estate organization based in Maple Grove, MN, since 2016. He spends minimal time managing the affairs of the organization, which is not primarily investment-related.

Employment History
Current Registrations
Crossmark Global Investments, INC.
April 2024 - Present · 2 yrs 6 mos
Crossmark Distributors, INC.
April 2024 - Present · 2 yrs 6 mos
Crossmark Distributors, INC.Broker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
July 2019 - April 2023 · 3 yrs 9 mos
RBC Capital Markets, LLC
December 2012 - October 2018 · 5 yrs 10 mos
RBC Capital Markets, LLCBroker
September 2012 - October 2018 · 6 yrs 1 mo
State Registrations10 states
IAILKSMNMONDNESDTXWI
AdvisorBrokerBoth

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
More financial advisors in Maple Grove, MN →All financial advisors in Minnesota →