RQ
CFP
RQ
CFP

Ryan Quigley

11 Years of Experience
Scottsdale, AZ
Sells Insurance

Ryan Quigley is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Scottsdale, AZ, 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, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
471 advisors
Number of Clients
29,929 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$54.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.

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

16767 N Perimeter Dr, Suite #100, Suite 100, Scottsdale, AZ, 85260

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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 ActivitiesSells Insurance

Ryan is a licensed insurance agent with Beacon Pointe Insurance Services, LLC since March 2021, selling life and health/accident insurance. This activity takes a few hours per week, all during securities trading hours.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Brighton Jones LLC
October 2018 - February 2021 · 2 yrs 4 mos
MML Investors Services, LLC
April 2017 - December 2017 · 8 mos
MML Investors Services, LLCBroker
April 2017 - December 2017 · 8 mos
USAA Financial Planning Services
June 2014 - March 2017 · 2 yrs 9 mos
USAA Financial Advisors, INC.Broker
October 2013 - March 2017 · 3 yrs 5 mos
State Registrations2 states
AZTX
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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