Ryan Sawyer
Ryan Sawyer is a CFA-designated registered investment advisor at Sawyer Investment Management Company, based in Colleyville, TX, 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 4 clients with $340K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sawyer Investment Management Company charges an annual fee between 0% and 1% of the value of your portfolio. The fee is calculated monthly based on the average daily balance. This fee is negotiable.
Location
1005 Glade Road, Suite 135, Colleyville, TX, 76034
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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.
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Ryan owns Ryan A. Sawyer, CPA, PLLC, an accounting firm, since 2019. He spends significantly more than full-time on client and employee management, auditing financial statements, firm administration, business development, and compliance.
Employment History
Current Registrations
Sawyer Investment Management Company
Previous Registrations
White Rock Advisors, LLCBroker
Commuter Capital, LP
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.