TrueAdvisor
TrueAdvisor
RT
RT

Ryan Thomason

Optivest, INC.
11 Years of Experience
San Juan Capistrano, CA
Broker
View SEC Summary
View SEC Summary

Ryan Thomason is a registered investment advisor at Optivest, INC., based in San Juan Capistrano, CA, with 11 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 108 clients with $320M in assets under management.

Optivest, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
108 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$319.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $25.0M0.75%
$25.0M - $50.0M0.50%
$50.0M - $75.0M0.45%
$75.0M - $100.0M0.40%
$100M+0.35%

All accounts for members of your family or related businesses are aggregated for household breakpoints.

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

Location

30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA, 92675

Get directions

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.

Learn about disclosures →
Other Business Activities

Ryan works as an advisory agent for Optivest Inc., a registered investment advisor, since 2020. This activity takes up a significant portion of Ryan's time.

Employment History
Current Registrations
Optivest, INC.
November 2020 - Present · 5 yrs 11 mos
Gramercy Securities, INC.Broker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
City National Rochdale
January 2015 - July 2020 · 5 yrs 6 mos
Cnr Securities, LLCBroker
October 2014 - July 2020 · 5 yrs 9 mos
State Registrations1 state
CA
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 San Juan Capistrano, CA →All financial advisors in California →