Ryan Robertson is a registered investment advisor at My Prosper Team, based in Lehi, UT, with 6 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 469 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
MPT reserves the right to negotiate its Investment Management fees. For clients who have $12,000 or less to initiate services, the Adviser imposes a minimum annual advisory fee of $150, invoiced at engagement (and annually thereafter).
Fee Estimator
Location
3200 Club House Dr., Suite 125, Lehi, UT, 84043
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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 →Employment History
Current Registrations
My Prosper Team
Previous Registrations
Sprout Advisers
Supreme Alliance LLCBroker
Cm Securities, 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.