Ryan Ledden
Ryan Ledden is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Vestavia Hills, AL, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Ryan is the head coach of a travel baseball team, taking about half his time, and a board member for a non-profit ministry, requiring minimal time. He is also the President/Owner of Black Oak Asset Management, a financial planning firm that offers securities, advisory, and potential insurance products, and owns Ledden Wealth Advisory LLC, his business entity for conducting business as an advisor, both of which take up a significant amount of his time. Ryan also owns rental real estate and will be offering tax preparation services through Ledden Wealth Advisory LLC (DBA Black Oak Asset Management).
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Legend Advisory CORP
Legend Equities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.