Ryan Vaudrin is a CFP-designated registered investment advisor at Holderness Investments CO, based in Charlotte, NC, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holderness Investments charges a percentage of your portfolio value each year. The specific fee is negotiated with each client, but it is generally subject to a maximum of 1%. The fee is calculated quarterly, based on the average daily value of your investments.
Location
5960 Fairview Road Suite 400, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Holderness Investments CO
Previous Registrations
Waverly Advisors, LLC
Mcshane Partners
Vanguard Marketing CorporationBroker
State Registrations2 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.