Ryan Motsinger is a registered investment advisor at Harvest Financial Advisors, LLC, based in West Chester, OH, with 2 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, Investment Management, Retirement Planning. Their firm serves 418 clients with $580M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable at the discretion of the advisor in certain circumstances.
Fee Estimator
Location
8840 Cincinnati-Dayton Road, West Chester, OH, 45069
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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 Financial Aid Support Specialist at Regent University, assisting students and academic advisors. This role takes up a full-time commitment overall, with about a third of his time dedicated during trading hours.
Employment History
Current Registrations
Harvest Financial Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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.