Patrick Ryan
Patrick Ryan is a CFP-designated registered investment advisor at Cornerstone Advisory, based in Hunt Valley, MD, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 830 clients with $2B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Minimum account size of $1,000,000 and/or a minimum fee of $9,500 per year to open and maintain an advisory account, which may be waived in our discretion.
Fee Estimator
Location
211 Old Padonia Road, Hunt Valley, MD, 21030
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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
Patrick is a licensed independent insurance agent.
Employment History
Current Registrations
Cornerstone Advisory
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
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.