Ryan Boydston
Ryan Boydston is a registered investment advisor at Soard Financial Management, LLC, based in Edmond, OK, with 5 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, Tax Planning. Their firm serves 250 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. For client-directed accounts, SFM charges a flat annual fee of $300. SFM also works with Gradient Investments, LLC (GI) as a co-advisor. The fees for these services are based on a percentage of the assets managed and are negotiable. SFM receives a portion of the management fees charged by GI. For Strategic & Tactical, Allocation & Defined Outcome Portfolios, the annual fee is 1.50%. For Preservation Portfolios, the annual fee is 1.00%. For Private Wealth Portfolios, the annual fee is 1.50%.
Fee Estimator
Location
1907 W 33rd Street, Suite 120, Edmond, OK, 73013
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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 ActivitiesSells Insurance
Ryan works as an insurance agent through Soard Financial Concepts since March 2020. This activity takes about half of Ryan's time.
Employment History
Current Registrations
Soard Financial Management, LLC
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.