Ryan Bartels
Ryan Bartels is a registered investment advisor at Ancora Private Wealth Advisors, LLC, based in Chicago, IL, with 7 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 4,509 clients with $3.9B 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 $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are progressive. Fees for amounts over $100 million are negotiable. Minimum annual fees may apply depending on the scope of the relationship.
Fee Estimator
Location
401 N Michigan Avenue, Suite 260, Chicago, IL, 60611
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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 a co-founder and shareholder of Circuit Technologies, a smartphone application company, since 2016. He has no active duties or obligations and dedicates minimal time to this activity.
Employment History
Current Registrations
Inverness Securities, LLC
Inverness Securities, LLCBroker
Ancora Private Wealth Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.
Exams
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