Ryan Kartchner is a registered investment advisor at Captrust, based in Salt Lake City, UT, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
13961 S. Minuteman Drive, Suite 300, Salt Lake City, UT, 84020
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2024Employment History
Current Registrations
Captrust
Previous Registrations
Summit Global Investments, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services 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.
Exams
More Advisors
- Kimberly BreaultCaptrust
- Jackson Watson, CFA, CFPAlbion Financial Group
- Dallin Cutler, CFPEp Wealth Advisors
- Danielle Gregory, CFPAlbion Financial Group
- Michael Espinosa, CFPTruenorth Wealth
- Patrick Brady, CFPPhysician Wealth Advisors, INC.