Ryan Rutherford is a registered investment advisor at Icapital, LLC, based in Boston, MA, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 219 clients with $1.2B 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 $300K | 1.25% |
| $300K - $600K | 1.15% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are non-negotiable, although iCapital reserves the right to charge fees that are less than those set out above and or to waive account minimums.
Fee Estimator
Location
62 Plympton Street, Boston, MA, 02118
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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
Icapital, LLC
Previous Registrations
Wells Fargo Funds Management, LLC
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Parker Point Capital, LLCBroker
State Registrations3 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.