RG
RG

Ryan Greenway

11 Years of Experience
Seattle, WA

Ryan Greenway is a registered investment advisor at Bear Mountain Capital INC., based in Seattle, WA, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 234 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
234 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$375.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $2.0M0.85%
$2.0M - $5.0M0.70%
$5.0M - $15.0M0.50%
$15M+0.35%

Fees are negotiable. If the wealth management services client is as an investor in a “private fund” managed by Bear Mountain Capital, the investor will indirectly pay Bear Mountain Capital a pro-rata share of the management fee charged by Bear Mountain Capital to the “private fund.”

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1455 NW Leary Way, Ste 400, Seattle, WA, 98107

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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.

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Other Business Activities

Ryan is a shareholder and CPA at RNG Tax Co., Inc. dba Greenway & Company PS, focusing on tax return compliance, consulting, and planning. He dedicates nearly full-time hours to this role, with most of the work occurring during trading hours.

Employment History
Current Registrations
Bear Mountain Capital INC.
December 2014 - Present · 11 yrs 5 mos
State Registrations1 state
WA
Advisor

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.