RS
ChFC
RS
ChFC

Ryan Scott

7 Years of Experience
Dawsonville, GA
BrokerSells Insurance

Ryan Scott is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Dawsonville, GA, with 7 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 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

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

54 Club Forest Rd, Ste 106, Dawsonville, GA, 30534

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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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Other Business ActivitiesSells Insurance

Ryan owns Dot Dot LLC, which provides credit card processing services, and RKMJ LLC. He also owns Ryan Scott's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to it.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2023 - Present · 3 yrs 4 mos
State Farm Vp Management CORP.
September 2021 - Present · 4 yrs 8 mos
State Farm Vp Management CORP.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
First Command Financial Planning, INC.
November 2014 - November 2015 · 1 yr
First Command Financial Planning, INC.Broker
November 2014 - November 2015 · 1 yr
First Command Financial Planning, INC.
April 2013 - October 2014 · 1 yr 6 mos
First Command Financial Planning, INC.Broker
February 2013 - October 2014 · 1 yr 8 mos
State Registrations1 state
GA
AdvisorBrokerBoth

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.