TrueAdvisor
TrueAdvisor
RB
RB

Ryan Bertrand

Missionsquare Retirement
9 Years of Experience
Modesto, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Ryan Bertrand is a registered investment advisor at Missionsquare Retirement, based in Modesto, CA, with 9 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.

Missionsquare Retirement
Compensation
Fee-Only (% of Portfolio)
Firm Size
131 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Modesto, CA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Retirement
August 2020 - Present · 6 yrs 2 mos
Missionsquare Wealth ManagementBroker
May 2020 - Present · 6 yrs 5 mos
Missionsquare Wealth Management
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2017 - May 2020 · 3 yrs 3 mos
State Registrations2 states
CANV
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Modesto, CA →All financial advisors in California →