RD
RD
Ryan Davis
6 Years of Experience
Grand Rapids, MI
3 Disclosures
Ryan Davis is a registered investment advisor at Noble Street Wealth Management, based in Grand Rapids, MI, with 6 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3 clients with $38K in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$13K average
Assets Under Management
$38K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10,000,001. Charitable/Non-Profit Organizations: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1154 Noble St Se, Grand Rapids, MI, 49507-1030
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
June 2016Regulatory
January 2011Final
Judgment / Lien
October 1994Employment History
Current Registrations
Noble Street Wealth Management
July 2025 - Present · 10 mos
Previous Registrations
Noble Street
July 2017 - November 2023 · 6 yrs 4 mos
State Registrations1 state
MI
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.