Ryan Williams
Ryan Williams is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Minnetonka, MN, with 17 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
301 Carlson Pkwy Ste 140, Minnetonka, MN, 55305
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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 →Other Business ActivitiesSells Insurance
Ryan is involved in several business activities, including operating under Waterfront Financial Group, LLC and Business Owner Succession Strategy as DBAs for his LPL business. He also works with non-variable insurance products, including Medicare supplements and disability sales, and provides investment advisory services through Great Valley Advisor Group Inc. and DSB Rock Island Wealth Management, LLC, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Thrivent Investment Management INC.Broker
State Registrations17 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.
Exams
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