RF
CFA
RF
CFA

Ryan Fuhrmann

16 Years of Experience
Indianapolis, IN
1 Disclosure

Ryan Fuhrmann is a CFA-designated registered investment advisor at Fuhrmann Capital, based in Indianapolis, IN, 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 Investment Management. Their firm serves 96 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
96 clients
Average Client Portfolio
$585K average
Assets Under Management
$56.2M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

This rate applies to equity assets. Fixed income assets are charged 0.50% annually. Fees may be negotiable for groups of affiliated accounts and individuals with whom Fuhrmann Capital has had a long-standing relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9511 Angola Ct, #200, Indianapolis, IN, 46268

Get directions

History

Regulatory History (1)
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Regulatory
November 2010
Final
Other Business Activities

Ryan runs a gift basket website called BoutiqueGiftBaskets.com. This takes a few hours per week.

Employment History
Current Registrations
Fuhrmann Capital
January 2010 - Present · 16 yrs 4 mos
State Registrations5 states
CACOINTXWI
Advisor

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
No exam information available for this advisor.