RP
RP

Ryan Pickert

12 Years of Experience
Overland Park, KS

Ryan Pickert is a registered investment advisor at Demarche, based in Overland Park, KS, with 12 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. Their firm serves 16 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
16 clients
Average Client Portfolio
$14.3M average
Assets Under Management
$228.4M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$50,000

DMS charges for investment services in two ways:

  • As a percentage of the value of your portfolio. These fees may range from 0.05% to 0.70% per year.
  • As a flat fixed fee, which is negotiated with clients.
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Location

10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564

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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
Demarche
May 2013 - Present · 12 yrs 11 mos
Demarche
May 2013 - Present · 12 yrs 11 mos
Previous Registrations
Endex Capital Managment LLC
May 2013 - December 2022 · 9 yrs 7 mos
Kansas City Brokerage. INCBroker
May 2013 - October 2019 · 6 yrs 5 mos
State Registrations1 state
KS
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.