RM
RM

Ryan Mitrik

11 Years of Experience
Covington, LA
3 DisclosuresBroker

Ryan Mitrik is a registered investment advisor at Edward Jones, based in Covington, LA, 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

621 B River Highlands Blvd, Covington, LA, 70433-8987

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History

Regulatory History (3)
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Customer Dispute
September 2022
Settled
Customer Dispute
May 2022
Denied
Regulatory
February 2019
Final
Employment History
Current Registrations
Edward Jones
June 2015 - Present · 11 yrs 4 mos
Edward JonesBroker
April 2015 - Present · 11 yrs 6 mos
State Registrations11 states
ALFLGAILLAMSNCPASCTXWV
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.
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