Ryan Daley is a CFP-designated registered investment advisor at Broadpark Advisors, LLC, based in Charlottesville, VA, with 4 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 17 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Broadpark Advisors' fees for managing your investments can be based on a percentage of your portfolio, a fixed fee, or an hourly rate. Percentage-based fees typically range from 0.30% to 1.00% per year, billed quarterly. Fixed fees range from $600 to $2,500 per year, billed quarterly. Hourly fees are $250 per hour, billed when service is rendered. Fees are negotiable and depend on the complexity of your account and other factors.
Location
2119 Berkmar Dr, Ste C, Charlottesville, VA, 22901
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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 Activities
Ryan is a CPA and partner at a tax firm. This activity is not investment-related and does not involve commissions.
Employment History
Current Registrations
Broadpark Advisors, LLC
State Registrations2 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.