Ryan Collins
Ryan Collins is a registered investment advisor at Invictus Advisory Services, based in Buffalo, NY, with 12 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, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 44 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paramount Wealth generally charges between 1% and 1.50% of the value of your portfolio each year. This fee is negotiable and may be higher or lower based on the size and complexity of your account, and the origin of the client. In special circumstances, a fixed fee may be arranged. Fees are paid quarterly, in advance.
Location
1090 Union Road, Suite 230, Buffalo, NY, 14224
Get directionsHistory
Regulatory History (2)
Criminal
May 2008Criminal
November 2007Other Business Activities
Ryan is an employee of Milestone Consulting, LLC, providing consulting services to attorneys and plaintiffs regarding settlement funds. This is a full-time commitment and is not investment related.
Employment History
Current Registrations
Invictus Advisory Services
Previous Registrations
Invictus Advisory Services
MML Investors Services, LLCBroker
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.