Ryan Vardeman is a registered investment advisor at Palogic Value Management, L.P., based in Dallas, TX, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palogic Value Management manages investments through a wrap fee program. The fee for this program is a percentage of the value of your investments and includes both advisory services and the execution of trades. This fee is negotiable and charged quarterly in advance. If you end the agreement mid-quarter, you'll receive a refund for the unused portion of the fee. Your portfolio may be invested in third-party money market funds, mutual funds, or exchange-traded funds, which have their own separate fees.
Location
8333 Douglas Avenue, Suite 775, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is the Chairman of the Board of Directors for Bsquare Corporation, a software company, since June 2018. He is also a sole member of CJVard Wyoming, LLC, which holds working interests in oil and gas, and a member of Logical Land Holdings, LLC, which holds family real estate assets.
Employment History
Current Registrations
Palogic Value Management, L.P.
Previous Registrations
Palogic Value Management, L.P.
State Registrations1 state
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