Ryan Bates
Ryan Bates is a registered investment advisor at Ae Wealth Management, LLC, based in Lakeland, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
120 East Pine Street, Suite 1, Lakeland, FL, 33801
Get directionsHistory
Regulatory History (1)
Financial
September 2017Other Business ActivitiesSells Insurance
Ryan is involved with Ryan C Bates, LLC, focusing on insurance sales and investment advisory services since July 2024. This activity takes about half of Ryan's time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Saxony Securities, INC.Broker
Kalos Management
Kalos Capital, INC.Broker
Lineweaver Wealth Advisors
Triad Advisors LLCBroker
Spc
Sigma Financial CorporationBroker
State Registrations1 state
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
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