RF
RF

Ryan Fisher

9 Years of Experience
Los Angeles, CA

Ryan Fisher is a registered investment advisor at Pacific Sun Financial CORP, based in Los Angeles, CA, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 382 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
382 clients
Average Client Portfolio
$759K average
Assets Under Management
$290.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees are negotiable.

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

Location

10940 Wilshire Blvd, Suite 1450, Los Angeles, CA, 90024

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 is the president of Ryan J. Fisher, A Professional Corporation, a law firm, since 2015, spending about 10-20% of his time on contract review, business advising, and estate planning. He is also a partner in Shift-S3ctor LLC, a racing event company, since 2011, spending about 10-20% of his time organizing race events and festivals.

Employment History
Current Registrations
Pacific Sun Financial CORP
January 2017 - Present · 9 yrs 4 mos
State Registrations1 state
CA
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.