Ryan Gorman is a CFA-designated registered investment advisor at West Michigan Advisors, based in Holland, MI, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,378 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment advisory fees range from 0.25% to 2.50% based on factors such as services offered, complexity, and total assets managed. Fees are negotiable.
Fee Estimator
Location
301 Hoover Blvd., Suite 300, Holland, MI, 49423
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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
West Michigan Advisors
Previous Registrations
Ifp Securities, LLCBroker
LPL Financial LLC
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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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