Rylan Folts is a registered investment advisor at The Ameriflex Group, based in Manhattan Beach, CA, with 7 years of industry experience. Rylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16,688 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.
Location
1230 Rosecrans Ave, Suite 610, Manhattan Beach, CA, 90266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rylan is the Chief Revenue Officer of Catalyze AI, Inc., dedicating about a quarter of his time to monitoring the marketplace and developing strategies. He also works nearly full-time as an Investment Advisor for The Ameriflex Group, providing wealth management, financial planning, and investment advisory services.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Tmd Wealth Management
One Charles Private Wealth
J.P. Morgan Securities LLCBroker
State Registrations1 state
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