RP
RP

Ryan Paylor

12 Years of Experience
Miami Beach, FL

Ryan Paylor is a registered investment advisor at Thomas J. Herzfeld Advisors, INC., based in Miami Beach, FL, 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 Investment Management. Their firm serves 294 clients with $850M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
294 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$847.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

TJH's fees for separately managed accounts range from 0.50% to 1.50% of the value of your portfolio per year, depending on the specific investment strategy, the type of assets in the account, and the size of the account. These fees are generally billed quarterly. Fees may be negotiable and can vary based on client type, service levels, and other factors. TJH may also invest your assets in other investment funds, and you will bear your share of those funds' fees and expenses in addition to TJH's fees.

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Location

119 Washington Avenue, Suite 504, Miami Beach, FL, 33139

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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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Employment History
Current Registrations
Thomas J. Herzfeld Advisors, INC.
December 2013 - Present · 12 yrs 5 mos
State Registrations1 state
FL
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.