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Ryan Betts

8 Years of Experience
Phoenix, AZ

Ryan Betts is a registered investment advisor at Betts LLC, based in Phoenix, AZ, with 8 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 7 clients.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Betts LLC does not directly manage your investments. Instead, they refer you to a third-party money manager (like Rockefeller Capital Management). Betts LLC receives 25% of the management fee that the third-party manager charges you. For example, if Rockefeller charges 1% on a $1,000,000 portfolio ($10,000/year), Betts LLC would receive $2,500/year.

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Location

7330 N. 16th Street, Suite B102, Phoenix, AZ, 85020

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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.

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Employment History
Current Registrations
Betts LLC
June 2017 - Present · 8 yrs 11 mos
State Registrations1 state
AZ
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.