RH
RH

Ryan Hessenthaler

13 Years of Experience

Ryan Hessenthaler is a registered investment advisor at Lunt Capital Management INC., based in Holladay, UT, 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 Investment Management, Retirement Planning. Their firm serves 221 clients with $600M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
221 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$600.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.50% to 1.00% and are negotiable based on certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4725 S. Holladay Blvd, Ste 220, Holladay, UT, 84117

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lunt Capital Management INC.
March 2012 - Present · 14 yrs 1 mo
State Registrations2 states
TXUT
Advisor

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
No exam information available for this advisor.