Ryan Millman is a registered investment advisor at Modern Capital Management, CO., based in Boston, MA, with 10 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 17 clients with $100M in assets under management.
MCMC generally charges a yearly advisory fee between 0.25% - 2.00% of assets under management. This fee is negotiated for each client relationship based upon the complexity of the client’s situation. The fees are generally paid monthly or quarterly in advance and can be deducted from the client’s account or invoiced directly to the client.
655 East Broadway, Unit 2, Boston, MA, 02127
Get directionsRyan is an executive benefits consultant for Stearns Financial Group, dedicating a significant amount of time to this role. He is also an insurance producer for Belpointe Insurance, LLC and works with insurance products and executive benefits tied to NQDC for Modern Capital Executive Solutions, dedicating full-time hours to this role.
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.