Ryan Chiaverini is a CFA-designated registered investment advisor at Captrust, based in Overland Park, KS, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
7500 College Blvd, Suite 1212, Overland Park, KS, 66210
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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
Captrust
Meritage Portfolio Management, INC.
Previous Registrations
Creative Planning
Kansas City Brokerage. INCBroker
Discretionary Management Services, LLC
Demarche Associates INC
Endex Capital Managment LLC
Cush Capital Management, LLC
State Registrations1 state
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