Ryan Mohr is a CFP-designated registered investment advisor at Clarity Capital Management LLC, based in Tigard, OR, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 100 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.55% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.
Fee Estimator
Contact
Ryan Mohr
Location
Tigard, OR
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Regulatory History
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 →Employment History
Current Registrations
Clarity Capital Management LLC
Previous Registrations
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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
Additional Information
When Ryan isn't working with clients, he spends his time with his Wife and 3 year old son enjoying everything the Northwest has to offer, including plenty of time exploring the outdoors!
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