Ryan Mabry is a registered investment advisor at Mabry Wealth Management, LLC, based in Fort Wayne, IN, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 50 clients with $12M 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 $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Schedule applies to accounts held at Charles Schwab. Fees for held away accounts (e.g., 401(k)s) are a fixed monthly amount.
Fee Estimator
Location
9129 Strathmore Ln, Fort Wayne, IN, 46818
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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 Activities
Ryan coaches a 5th-grade boys' basketball team at Canterbury School in Fort Wayne, Indiana. This activity requires minimal time, with one hour per week and three hours during trading hours.
Employment History
Current Registrations
Mabry Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Lincoln Financial Distributors, 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.