RM
RM

Ryan Miles

8 Years of Experience

Ryan Miles is a registered investment advisor at Ehlers, based in Minneapolis, MN, with 8 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. Their firm serves 283 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
283 clients
Average Client Portfolio
$11.2M average
Assets Under Management
$3.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.50%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.20%

Fees are negotiable and may vary among clients.

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

3001 Broadway Street Ne, Suite 320, Minneapolis, MN, 55413

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ehlers
August 2018 - Present · 7 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2008 - July 2009 · 10 mos
State Registrations4 states
COMNTXWI
Advisor

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Exams
No exam information available for this advisor.