Ryan Bailey is a registered investment advisor at Redwood Financial Network, based in Solon, OH, 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 Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 968 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redwood Financial Network charges an annual fee ranging from 0.50% to 2.5% of your portfolio for investment management services. This fee is negotiable, so clients with similar investments may pay different rates. The fee covers account management, brokerage, clearance, custody, and administrative services if you are in a wrap fee program. Fees are deducted quarterly in advance. You can terminate the service at any time and receive a pro-rata refund.
Location
30285 Bruce Industrial Parkway, Suite A, Solon, OH, 44139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a Wealth Advisor for Redwood Financial Network Corporation, an entity for his LPL business, and provides investment advisory services through Redwood Financial Network Corp. He also has a business entity, Bailey Wealth Management LLC, for tax/investment purposes only; these activities take up nearly all of Ryan's time.
Employment History
Current Registrations
Redwood Financial Network
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
PNC Investments
PNC InvestmentsBroker
Key Investment Services LLC
Key Investment Services LLCBroker
J.P. Morgan Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations5 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.