RK
CFA
RK
CFA

Ryan Kruger

10 Years of Experience
London

Ryan Kruger is a CFA-designated registered investment advisor at 10elms LLP, based in London, with 10 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 5 more. Their firm serves 37 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
37 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$120.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $2.0M1.25%
$2.0M - $5.0M1.10%
$5.0M - $10.0M0.95%
$10M+0.70%

Fees are negotiable. Household accounts may be aggregated to determine the fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan is on the investment and risk committees for the London Business School Endowment and serves on the governing body of LBS, dedicating minimal time to these voluntary roles. He also provides consulting to start-up companies in the UK and US, taking up minimal time and not conflicting with his advisory role.

Employment History
Current Registrations
10elms LLP
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Capital One Investing, INC.
March 2020 - April 2022 · 2 yrs 1 mo
Khp Capital LLC
April 2016 - December 2018 · 2 yrs 8 mos
First Allied Advisory Services, INC.
November 2013 - March 2016 · 2 yrs 4 mos
State Registrations2 states
OKTX
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.