Ryan Callas is a CFP-designated registered investment advisor at Greenhouse Wealth Management, LLC, based in Westport, CT, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 71 clients with $290M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
8 Wright Street, Suite 107, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Greenhouse Wealth Management, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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