| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation.
205 East Orange Street #310, Lakeland, FL, 33801-4611
Get directionsNo 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 →Ryan works as a financial advisor/client associate for Rafool, Snyder, Tingley & Associates, dedicating full-time hours to this role. This activity is investment-related.