Ryan Derosier is a registered investment advisor at Great Lakes Advisors, LLC, based in Milwaukee, WI, with 12 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, Retirement Planning. Their firm serves 1,731 clients with $16B 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees and minimums are negotiable. Institutional and other program schedules vary by strategy type.
Fee Estimator
Location
731 N. Jackson Street, Milwaukee, WI, 53202
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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
Great Lakes Advisors, LLC
Previous Registrations
Great Lakes Advisors, LLC
Wintrust Investments
BMO Asset Management CORP.
M&i Investment Management CORP.
State Registrations3 states
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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