Ryan Demartini is a registered investment advisor at Jc Financial Services, based in Loomis, CA, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 53 clients with $24M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. When JCFS directs clients to outside managers, JCFS's fee is 0.70% on the first $2,000,000 and 0.20% on amounts over $2,000,000, in addition to the outside manager's fee of 0.30%.
Fee Estimator
Location
5985 Horseshoe Bar Rd., Loomis, CA, 95650
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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 works as a tax preparer offering bookkeeping and accounting services through JC Bookkeeping since 2016. This takes about 10-20% of Ryan's time.
Employment History
Current Registrations
Jc Financial Services
Previous Registrations
Smart Investor
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.