Ryan O'shea
Ryan O'shea is a registered investment advisor at Cottonwood Asset Management LLC, based in Salt Lake City, UT, with 17 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 4 more. Their firm serves 48 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cottonwood Asset Management charges a maximum of 2.00% annually for managing your investments. This fee is calculated based on the value of your account each quarter and is typically deducted directly from your account. The exact fee will be outlined in your advisory agreement. Cottonwood also uses third-party investment advisors, compensating them from the overall fee.
Location
4505 South Wasatch Blvd, #300, Salt Lake City, UT, 84124
Get directionsHistory
Regulatory History (1)
Regulatory
January 2014Other Business ActivitiesSells Insurance
Ryan is the principal of O'Shea Advisory Group, earning income from life and health insurance, dedicating about 10-20% of his time. He is also the manager of LA Sal Management, LLC, and a member of Blue Street, LLC and LA Sal Properties LLC, spending minimal time on these activities.
Employment History
Current Registrations
Cottonwood Asset Management LLC
Previous Registrations
Allegis Investment Advisors, LLC
Garda Financial
Fortius Financial Advisors, LLC
USA Wealth Management LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.