Ryan Tracy is a CFP-designated registered investment advisor at Marquette Associates, INC., based in Denver, CO, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 348 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee percentages range from 0.05% to 0.90% annually based on assets under management or advisement, portfolio complexity, and other factors. Flat fees and hourly rates are also available.
Fee Estimator
Location
Denver, CO
Get directionsHistory
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 →Employment History
Current Registrations
Marquette Associates, INC.
Previous Registrations
Fiducient Advisors LLC
Capital Asset Advisory Services, 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.
Exams
More Advisors
- Kayla Benjamin, CFPKb Financial Advisors LLC
- Philip Rollhaus, CFAMatter Family Office
- Jonathan Vogel, CFPEmerson Equity LLC
- Tierney Ziebelman, CFPAmeriprise Financial Services, LLC
- Eden Ross, CFPRoot Financial Partners
- Loren Knaster, CFA, CFPCuri Capital, LLC