Ryan Hatton
Ryan Hatton is a registered investment advisor at Stonewater Wealth Management, INC., based in Corpus Christi, TX, with 13 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 445 clients with $46M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending on client needs and the complexity of the situation.
Fee Estimator
Location
4639 Corona Drive, #9, Corpus Christi, TX, 78411
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2017Judgment / Lien
May 2016Other Business ActivitiesSells Insurance
Ryan works as an insurance broker, selling and servicing fixed insurance products for outside carriers. This activity is insurance-related.
Employment History
Current Registrations
Stonewater Wealth Management, INC.
Previous Registrations
Stonewater Wealth Management, INC.
Nylife 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.
Exams
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