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Ryann Gallois

5 Years of Experience
New Orleans, LA
BrokerSells Insurance

Ryann Gallois is a registered investment advisor at Arkadios Wealth Advisors, based in New Orleans, LA, with 5 years of industry experience. Ryann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

848 Harrison Ave, New Orleans, LA, 70124

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ryann works for Gulf Coast Wealth Management and Gulf Coast Bank and Trust Company, dedicating full-time hours to each. Ryann also engages in non-variable insurance activities, spending a few hours per week on this.

Employment History
Current Registrations
Arkadios Wealth Advisors
June 2024 - Present · 2 yrs 1 mo
Arkadios CapitalBroker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLC
November 2020 - June 2024 · 3 yrs 7 mos
LPL Financial LLCBroker
October 2020 - June 2024 · 3 yrs 8 mos
State Registrations6 states
CAGALAMSTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.