Ryan Terry
Ryan Terry is a registered investment advisor at Sagespring Wealth Partners, based in Brentwood, TN, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
6 Cadillac Dr Ste 405, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (2)
Financial
June 2017Financial
May 2017Other Business ActivitiesSells Insurance
Ryan uses "Ryan Terry Wealth Team" as his team name for his firm. He is also an associate/employee and financial advisor at Sage Spring Wealth Partners, advising clients on insurance needs and managing investment accounts, dedicating about half his time to these activities.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.