Ryan Harris is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Colorado Springs, CO, with 12 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
2 N Cascade Ave, Suite 1490, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a partner in several businesses, including RADZ Enterprise LLC (a family holding company), RADZ Retreat LLC (real estate rental), Integrated Wealth Holdings (a non-operating holding company), and Wigand Integrated Tax and Advisory (providing tax and accounting services). He spends about half his time on Wigand Integrated Tax and Advisory and a few hours per week on the other ventures.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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