Ryan Brueck is a CFP-designated registered investment advisor at Clearwealth, based in Davenport, IA, 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 145 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ClearWealth charges a percentage of the value of your portfolio each year. The rate decreases as the value of your portfolio increases:
- Up to $100,000: up to 1.50%
- $100,001 - $500,000: up to 1.25%
- $500,001 - $1,000,000: up to 1.00%
- Over $1,000,001: up to 0.75%
These fees are negotiable.
Location
Davenport, IA
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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 →Employment History
Current Registrations
Clearwealth
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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