Ryan Bytwerk
Ryan Bytwerk is a registered investment advisor at Rightoak Asset Management, LLC, based in Grand Ledge, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 676 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RightOak Asset Management offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a minimum account size of $250,000, but this may be waived at the firm's discretion. The fee is calculated monthly, based on the value of your portfolio at the end of the previous month.
Location
Grand Ledge, MI
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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 →Other Business ActivitiesSells Insurance
Ryan is the owner and insurance agent for Ten Point Financial, LLC, focusing on fixed life and annuity sales and advisory services, dedicating about 10-20% of his time. He also owns Ten Point Farms, LLC, where he periodically assists with crop farming for a few hours per week, and Ten Point Financial Insurance Services, LLC, focusing on life and annuity sales.
Employment History
Current Registrations
Rightoak Asset Management, LLC
Previous Registrations
Gradient Wealth Management
Gradient Advisors, LLC
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.