Ryan Blarcom is a CFP-designated registered investment advisor at Aprio Wealth Management, LLC, based in Brookfield, WI, with 4 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, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 1,699 clients with $4.2B 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 | 1.00% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are subject to negotiation. Accounts are subject to a minimum annual fee of $2,500.
Fee Estimator
Location
Brookfield, WI
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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 works as a data analyst for five family-owned McDonald's restaurants, performing basic data entry to analyze performance metrics. This non-investment related activity started in April 2020 and requires a few hours per week.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Annex Wealth Management, LLC
State Registrations1 state
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
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