Ryan Hartwell is a CFP-designated registered investment advisor at Hartwell & Company, based in St Joseph, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 154 clients with $55M 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 $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
800 Port St, Suite D, St Joseph, MI, 49085
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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 operates Hartwell & Company as a DBA for his LPL business, dedicating full-time hours to it. He also provides investment advisory services through Hartwell Wealth Management LLC, spending minimal time on this activity, and is involved with Hartwell Financial LLC for tax preparation/accounting, spending minimal time.
Employment History
Current Registrations
Hartwell & Company
LPL Financial LLCBroker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
State Registrations5 states
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.