Ryan Neupaver is a CFP-designated registered investment advisor at Santori & Peters, based in Canonsburg, PA, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 203 clients with $390M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
380 Southpointe Blvd., Suite 130, Canonsburg, PA, 15317
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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 ActivitiesSells Insurance
Ryan is a member of the endowment committee and board of directors for the Pittsburgh Zoo and Aquarium, and a board member for the Financial Planning Association. Ryan is also president of Lintel Financial LLC, an insurance agency, and a managing member of Hamlet Capital Partners, LLC, a real estate investment firm, and co-trustee of the Matthew R. Cirilli Trust.
Employment History
Current Registrations
Santori & Peters
Previous Registrations
Royal Alliance Associates, INC.
Select Financial Group, LLC
Royal Alliance Associates, INC.Broker
State Registrations4 states
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