Ryan Ahrens is a registered investment advisor at Green Ocean Global Advisors LLC, based in San Francisco, CA, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are generally negotiable. GOGAL may direct clients to Vise Al Advisors, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.65%, Third Party's Fee: 0.35%) or Orion Portfolio Solutions, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.85%, Third Party's Fee: 0.15%).
Fee Estimator
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
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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.
Learn about disclosures →Employment History
Current Registrations
Green Ocean Global Advisors LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
AXA Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
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.