Ryan Swayze
Ryan Swayze is a registered investment advisor at Bellingrath Wealth Management, L.L.C., based in New Orleans, LA, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 210 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bellingrath Wealth Management offers investment management services where the annual advisory fee is negotiable, up to 1.5% of the total assets managed. The fee is based on factors like the amount of assets, complexity, and scope of services. They may combine accounts for families to determine a fee. The fee is calculated by the custodian based on the gross market value of the account on the last day of the previous quarter.
Bellingrath also uses LPL Financial's programs, which have different fee structures:
- Model Wealth Portfolios (MWP): Up to 2.35% advisory fee and up to 0.60% manager fee, for a maximum of 2.95% annually.
- Optimum Market Portfolios (OMP): Up to 2.50% advisory fee.
Location
6065 Magazine Street, New Orleans, LA, 70118
Get directionsHistory
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 →Other Business Activities
Ryan operates Bellingrath Wealth Management as a DBA for his LPL business since 2021. This activity is investment-related.
Employment History
Current Registrations
Bellingrath Wealth Management, L.L.C.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
State Registrations7 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.