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Ryan Brown

8 Years of Experience
Plano, TX

Ryan Brown is a registered investment advisor at Towerview Capital, LLC, based in Plano, TX, 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 Investment Management. Their firm serves 1 clients with $3.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$3.9M average
Assets Under Management
$3.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Towerview Capital manages investments for a private fund and charges a management fee of 0.5% per year, calculated monthly. They also receive a performance allocation equal to 20% of the net profit allocated to each investor each quarter, subject to a high water mark.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan works as a Senior Business Analyst at Altium, a software company, since 2019. He dedicates full-time hours to this role, including a few hours per day during securities trading hours, focusing on key performance metrics for the executive team.

Employment History
Current Registrations
Towerview Capital, LLC
September 2017 - Present · 8 yrs 8 mos
State Registrations1 state
TX
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.
Ryan Brown - Financial Advisor | TrueAdvisor