Ryan Stephen is a registered investment advisor at Rbs Wealth Management, based in Alto, MI, with 16 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 649 clients with $300M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.5M | 0.80% |
| $3.5M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees may be negotiable.
Fee Estimator
Location
6840 Whitneyville Ave Se, Alto, MI, 49302
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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 involved with NXT Ventures LLC, an entity to help his kids start businesses, dedicating a few hours per week. He is also a member of RBS Wealth Management LLC, providing investment advice to clients, which is nearly a full-time commitment.
Employment History
Current Registrations
Rbs Wealth Management
Previous Registrations
Benjamin F. Edwards Wealth Management, LLC
Benjamin F. Edwards & Company, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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