Kevin Ryan is a CFP, ChFC-designated registered investment advisor at Mariner, based in Los Altos, CA, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
467 First St, Suite 201, Los Altos, CA, 94022
Get directionsHistory
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
Mariner
Previous Registrations
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
AXA Advisors, LLC
AXA Advisors, 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.
Exams
More Advisors
- Sean Wal, CFPMariner
- Sean Mcnally, CFPTraveka Wealth, LLC
- Marina Strasser, CFPCharles Schwab & CO., INC.
- Alfred Au, CFPDiversifi Capital INC
- Sheela Sukhdeo, CFPStrategic Advisers LLC
- Victor Mandella, CFP, PFSCetera Investment Advisers LLC