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CFA

Ryan Masterson

Northrock Partners, LLC
13 Years of Experience
Issaquah, WA
View SEC Summary
View SEC Summary

Ryan Masterson is a CFA-designated registered investment advisor at Northrock Partners, LLC, based in Issaquah, WA, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 4,811 clients with $12B in assets under management.

Northrock Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
92 advisors
Number of Clients
4,811 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$12.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fee ranges between 0.50% and 1.50% based on the size, nature, and complexity of the relationship. An additional 0.25% account-level fee applies to assets held at Schwab and Fidelity for account servicing and operational costs. There is a minimum annual fee of $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Issaquah, WA

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Ryan is the owner of a business, dedicating about 10-20% of his time. This activity, started in September 2023, is not investment-related.

Employment History
Current Registrations
Northrock Partners, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Ameriprise Financial Services, LLCBroker
May 2020 - October 2023 · 3 yrs 5 mos
Ameriprise Financial Services, LLC
May 2020 - October 2023 · 3 yrs 5 mos
First Allied Advisory Services, INC.
October 2019 - April 2020 · 6 mos
First Allied Securities, INC.Broker
October 2019 - April 2020 · 6 mos
Ameriprise Financial Services, INC.
February 2014 - October 2019 · 5 yrs 8 mos
Ameriprise Financial Services, INC.Broker
February 2014 - October 2019 · 5 yrs 8 mos
Private Advisor Group, LLC
September 2013 - February 2014 · 5 mos
LPL Financial LLCBroker
June 2013 - February 2014 · 8 mos
State Registrations2 states
CAWA
Advisor

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
No exam information available for this advisor.
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