Ryan Zeeb is a registered investment advisor at Ministry Partners Securities, LLC, based in Fresno, CA, with 10 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 132 clients with $25M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.90% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $750K | 1.65% |
| $750K+ | 1.60% |
Schedule reflects Harvest Investment Services program rates. Other third-party managers charge maximum annual fees up to 1.50% (Camelot) or 2.20% (AssetMark). Fees are negotiable.
8483 N. Millbrook Avenue, Suite 106, Fresno, CA, 93720
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