Ryan Sanford
Ryan Sanford is a registered investment advisor at Elevation Capital Advisory, based in Bend, OR, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 631 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
775 SW Bonnett Way, Suite 220, Bend, OR, 97702
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 ActivitiesSells Insurance
Ryan is an insurance agent selling fixed insurance products through Elevation Capital Strategies, Inc. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Elevation Capital Advisory
Previous Registrations
Elevation Capital Advisory
Elevation Capital Advisory
Global Financial Private Capital, LLC
State Registrations3 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.