Ryan Moran is a CFP-designated registered investment advisor at Locus Wealth Management, based in West Chester, PA, 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 Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Contact
Ryan Moran
Location
West Chester, PA
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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 is an employee of The Vanguard Group, Inc. He also owns an inactive LLC called Championed Investments, which is a website, but he is not actively participating in it and dedicates minimal time to it.
Employment History
Current Registrations
Locus Wealth Management
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
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